It's wonderful to hear that more advisors are talking to their clients about philanthropy. There is still plenty to learn! Check this out:
The survey found that wealthy individuals who consult their advisers about their philant…https://t.co/CFVF0ug01e https://t.co/26BdIazDvE
I was fortunate enough to be in NYC this morning for a breakfast and presentation of the highlights on this report. There were some interesting things mentioned - like 8.3% of gifts are made online, and crowdfunding is a huge new…https://t.co/mOCtmJu6Zc https://t.co/w3fN8DjLcI
Impact Investing is a topic that comes up often in my work, and I'm seeing more and more firms becoming aware that women and men have different approaches to money. This study from the Women's Philanthropy Institute is a fascinating look at how men and w…https://t.co/IGFY83fZEa
Do you have clients who own their business and are thinking about their long term plans? If those plans might include selling, this is an important piece to read and share. https://t.co/gpVOxCtUNl https://t.co/dtkoxrnRZ9
Discussing philanthropy with your clients is so important - equally, if not more important, is providing them access to details and more information following up to those conversations. Foundation Source can help. Visit our resou…https://t.co/ZPfLyonIcV https://t.co/mLR7pkHOdh
Do you have clients asking about the new tax laws, and how it will affect their charitable deductions? Are they asking if they should spread out their gifts or "bunch" them? If so, you might want to give this article a quick read. https://t.co/fHigJJWulR https://t.co/wQKgdPCwoP
This list of 10 Ways to Be a Better Donor is great advice, whether you're a large foundation or a donor looking to make an impact in your community. https://t.co/juGKxVYcZV https://t.co/OiTQGXtaFt