Do Wealthy Clients Need A Philanthropy Advisor?

Categories: News

Wealthy families and individuals who have ambitious philanthropic goals or oversee a formal charitable giving vehicle likely face additional challenges that might warrant specialized assistance. In these cases, a philanthropy expert can provide valuable benchmarks and insights as to the aspiring donors and their professional advisors navigating the current situation together and planning for the future.

Financial Advisor spoke with Elizabeth Wong, national director of philanthropic advisory services for Foundation Source, to understand the value-add of working with such an expert, scenarios when philanthropy support is typically required, and how to partner effectively with a philanthropy advisor. 

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