Tips for the Talk

Productive Client Conversations Around Philanthropy

Wealth advisors know that high-net-worth clients typically look to them for guidance around their charitable giving. That’s why conversations around philanthropy are becoming increasingly commonplace— especially during year-end client meetings. However, there’s a big difference between “having a conversation” and having a productive conversation.

Our experience managing nearly 2,000 private foundation clients suggests that when it comes to advising their philanthropic clients, there are three distinct traps for the unwary advisor:

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