TITLE

Giving in the land of plenty

AUTHOR(S)
Christie, Bruce
PUB. DATE
November 2007
SOURCE
Money Management;11/29/2007, Vol. 21 Issue 45, p46
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses the significance for financial planners to have better education and training when advising their clients about philanthropy. Financial planners give three reasons which are the chance to build a deeper and stronger relationship with clients, simplify introductions to clients who are like-minded, and it makes part of a whole financial plan proper for fee-for-service advisers.
ACCESSION #
28060480

 

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