Good causes: Keeping charitable commitments
ADVISOR Staff / July 14, 2009
Sure, the economic downturn has clients focused on capital preservation. But that doesn't mean client appetite for charitable contributions has dried up. The key is to make philanthropy part of the client's overall plan; find ways to get the conversation started; explore creative vehicles, such as insurance, to help clients give; look into options offered by foundation giving; and bust the myth that you have to be rich to leave a legacy.
Read Good causes: Keeping charitable commitments to learn about what's changed, and what hasn't in this important advisor-client dynamic.
(07/14/09)
Filed by ADVISOR Staff, editor@advisor.ca
Originally published on Advisor.ca
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