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Is Your Client’s Philanthropy Your Business – Today and Tomorrow - McGlaughon

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King McGlaughon
Foundation Source

Is Your Client’s Philanthropy Your Business – Today and Tomorrow

Over the past 20 years, the venue for philanthropic conversation has shifted dramatically -- from the nonprofit development officer’s office to the advisory firm’s office. Yet, still, only a fraction of active advisors engage their clients proactively about their client’s philanthropy and the strategic tools available to them to maximize the short- and long-term value of their assets for strategic planning. What is at work beneath the surface that inhibits advisors from engaging this practice-changing conversation and helping their clients really achieve their core goals and objectives? Why is it more important than ever that you make your clients’ philanthropy your business? Now and tomorrow.

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