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.