Good Works, Better Business

Wealth Managers on Charitable Giving Planning

In the wealth management sector, it’s a well-known fact that high-net-worth investors are charitable. What’s less certain is how this fact translates into an effective strategy for counseling clients and building a practice. To answer these questions, Foundation Source surveyed more than 100 wealth managers across the country. The findings are in this report.

Please fill out the form below to download your free resource.
  • This field is for validation purposes and should be left unchanged.