Thursday, September 10, 2009

Getting Clients To Focus On Philanthropic Goals - Forbes.com

Getting Clients To Focus On Philanthropic Goals - Forbes.com: "Philanthropy has evolved from simply supporting your college alma mater and church to being a strategic way for clients to positively influence the world they and their children will live in. Through informal and formal structures, such as family foundations, donor-advised funds and giving circles, clients are becoming more highly engaged in philanthropy. As advisers, we can provide valuable insight and planning advice to help our clients become more strategic and focused in their philanthropy, and to help us forge deeper relationships that get at the heart of our clients' long term goals."

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