The Informed Philanthropic Advisor: Missing Out on This Conversation with Your Clients? It Could Cost You!
Good Intentions, Complex Executions
Between forming a giving strategy to maximize impact, knowing how and where to give, and the complex tax stipulations that naturally come with charity work, navigating the philanthropic space can be challenging for donors even at the best of times.
A philanthropic advisor is a vital resource for clients of all backgrounds—from those lacking detailed knowledge in the space, to those who have the experience and understanding, but may not have the time required to carry out the legwork on their own.