Philanthropy-Minded Clients Mainly Want Advisors To Care; Sophisticated Planning Strategies Come Second

 

What clients want, the gurus from Schwab Charitable and other groups are saying, is for their advisors to start talking about charitable giving.

 

That's it. You don't have to know how to set up a foundation, charitable trust, or donor-advised fund. All you need to do to win fans is open the conversation.

 

 

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