The Informed Philanthropic Advisor: Three Important Signs Your Client Needs Your Help
You’re the skilled specialist when it comes to crafting financial plans for your clients—but between the multifaceted tax stipulations, difficult discussions, intricate planning techniques, and the wealth of possible endeavours, philanthropic planning is anything but simple, even for the most seasoned professional advisors.
If you had the important discussions, what’s next to becoming a subject matter expert on all things philanthropy? As we’ve explored in the previous edition of The Informed Philanthropic Advisor, if you’re not having meaningful, informed conversations around philanthropy with your clients, the research says you might risk losing them. But after you’ve bitten the bullet and planned the discussion, or even had the discussion, what’s next?