You’ve made it to the third edition of The Informed Philanthropic Advisor! We know you’re the seasoned expert when it comes to counseling your clients on their financial and estate matters, and if you’ve been following along in this series, by now you’re well on your way to becoming a knowledgeable and skilled professional when it comes to advising on all things philanthropy.
So—you’ve had the conversation about charitable giving with your clients, and you’ve helped them to unearth and identify some causes they feel a deep connection to. What’s next? It’s time to start selecting specific organizations!