The Next Wave of Philanthropy and Wealth Management | Planned Giving Design Center

The Next Wave of Philanthropy and Wealth Management | Planned Giving Design Center: "The retirement of the Baby Boomers is shifting their priorities from accumulation to spending and charitable giving. But many wealth managers remain stubbornly focused on helping clients retain their wealth. In this article, Burlingame, California based wealth manager Sean Stannard-Stockton discusses how the trend of “Giving while living,” is placing the philanthropic advisory role squarely onto the shoulders of wealth managers who may or may not be up to the task."