Helping Families Make the Most of Their Philanthropy

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Categories: News

Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family interests, passions and creativity. And, of course, when charitable clients have the tools to align their philanthropic, wealth management and legacy-planning objectives, it can enhance their giving while helping forge the multigenerational connections needed to ensure dynastic wealth.

This article by Foundation Source Chief Marketing Officer Hannah Grove appeared March 19th, 2021 in “Financial Advisor.”

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