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For financial advisors, maximizing the impact of their high-net-worth clients’ charitable giving is no longer a nice-to-have goal—it’s now a critical part of providing holistic solutions. And with the control, authority and philanthropic versatility afforded by private foundations, you’d be hard pressed to find a more effective charitable vehicle for your clients.

In a recent article featured in Wealth Management’s 2023 Market Outlook, our Chief Marketing Officer Hannah Shaw Grove, who has spent the past three decades studying and working with successful families, family offices, and their closest advisors on achieving their wealth management priorities, zeroes in on five key benefits of private foundations.

From building a brand to turning charity into an investment, you’ll discover that the benefits of private foundations are fruitful—and plentiful. Checkout the full article here in this digital flip-book.

Learn More About How We Support Advisors
Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.

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