Advisors and Clients in the Brave New World of Philanthropy

Grote, Jim
June 2007
Journal of Financial Planning;Jun2007, Vol. 20 Issue 6, p24
Academic Journal
The article discusses ways for financial planners to tell if their clients are charitably inclined and, if so, how to help them become better philanthropists. A study of charitable givers by the National Committee on Planned Giving reveals that most donors look to their financial planners for giving advice rather than their favorite charities. Because of the high-profile nature of philanthropy in the 2000s, it is more important than ever for financial planners to educate themselves and others about giving.


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