The Informed Philanthropic Advisor: Helping Your Client Start a Charity
![discussing philanthropic visions with a client](https://bloominvestmentcounsel.com/wp-content/uploads/2022/04/The-Informed-Philanthropic-Advisor-Helping-your-client-start-a-charity-1024x576.png)
We know you’re the seasoned specialist when it comes to advising your clients on a range of financial and legal topics, but as we’ve discovered over the course of our The Informed Philanthropic Advisor series, the philanthropic landscape is anything but simple.
That’s why Bloom Investment Counsel, Inc. has put pen to paper in this new informative series to ensure you can become the best possible partner to your clients when it comes to navigating the often challenging (but very rewarding!) charitable sector.
So you’ve done the legwork—what’s next? If you’ve been following along for the entire series, you know that after you’ve had the often tricky conversation about philanthropy, assisted your client in identifying an organization that aligns with their values, and helped them research to ensure the organization is legitimate, there is still lots of work to be done to properly form and execute the plan. But what if your client is looking to expand their horizons by starting their own charitable endeavour?