How Charitable Giving Helps Advisors Stand Out
July 9, 2019 by Jarrod Upton
The media has given charitable giving center stage with Mackenzie Bezos’ recent announcement that she will give half of her $37 billion fortune to charity.
But it’s not only billionaires who are concerned about doing good with their money. In 2017, Americans gave over $400 billion to charity—the first time the $400 billion mark was crossed in history.
It’s clear that charitable giving is important to many Americans. For financial advisors, their needs to be an awareness of how to assist their clients in being charitable — and in how that charity can help keep them financially healthy as well.
Making charitable giving a focus in financial planning and the client experience can help to set advisors apart and better align their values with their clients.
Click HERE to read the full story via ThinkAdvisor.
