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Research on High Net Worth Individuals Shows Need for Charitable Planning Services  


Author:  Meg  Lassar.


Source: Volume 11, Number 06, September/October 2012 , pp.1-2(2)




Family Foundation Advisor

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Abstract: 

This Spring, Fidelity Charitable, U.S. Trust, and The Giving Institute each released studies with profound implications for wealth and legal advisors who work with philanthropic clients. Together, the findings reveal missed opportunities when it comes to providing charitable planning services for affluent individuals and families.

Keywords: U.S. Trust’s Insights on Wealth and Worth, 2012 Advice & Giving Survey, Bequest donations

Affiliations:  1: Strategic Philanthropy, Ltd..

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