Improving Clients' Lives Through Philanthropy

May 2005
Journal of Financial Planning;May2006, Vol. 18 Issue 5, p30
Academic Journal
The article discusses methods that financial planners can improve their clients' lives through the use of philanthropy. While financial planners are required to do quality financial planning for clients, many forget that their overall goal is to improve the lives of their clients, in all aspects. Philanthropy can offer clients who give money to charities many emotional benefits in addition to financial benefits from tax breaks. For financial planners to be able to recommend philanthropy for clients, they themselves must be charitable.


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