<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=913546378717206&amp;ev=PageView&amp;noscript=1">
Sort by category
Philanthropy

10 Rules of Survival When Working With a Team and Planning a Client’s Legacy

In order to guide clients and help them reach their philanthropic goals, you need to understand the inner-workings of the planning process. Below are 10 rules for survival you...

Read More
Financial Planning, Philanthropy

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

Read More
Financial Planning, Philanthropy

How to Become a Philanthropic Business Leader for your Community

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable...

Read More
Financial Planning, Philanthropy

Financial Advisors: 4 Steps for Prospecting within the Philanthropic Community

When questioning how they can increase revenue, many advisors have heard the phrases “see more people” and “see better people,” especially if they’re familiar with the Al...

Read More