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Charitable Aspirations Benefits Abound: Raising the Topic of Philanthropy With High-Net-Worth Clients  


Author:  Page  Snow.


Source: Volume 05, Number 06, September/October 2006 , pp.1-4(4)




Family Foundation Advisor

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Abstract: 

Advisors to high-net-worth individuals are often reluctant to raise the topic of charitable giving with their clients, despite the fact that philanthropy benefits society, the client, and even the advisor. Often, advisors believe that charitable giving is too “personal” a topic, and that their clients would be uncomfortable discussing it. If this describes you, you may be surprised to learn that charitable giving is a subject that wealthy clients actually want you to discuss with them.

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Affiliations:  1: Foundation Source.

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