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professional advisors ( Tag Archives )


Financial Advisers: Roadblocks to raising the philanthropy question

Financial advisers and philanthropy seem like a perfect match.  As trusted wealth consultants with a strong personal understanding of their clients, financial advisers are uniquely positioned to positively impact their business, the individuals and families they serve, and society at large.  So, if philanthropy is good for advisers, clients, and society, what barriers keep advisers […]


Financial Advisers: Building Trust and Getting Personal

Although most professional advisers report that they do talk about philanthropy with their clients, what we see at TPI as well as in the research con­ducted with high-net-worth and ultra-high-net-worth individuals is that that only a small percentage of advis­ers consistently raise the topic before their clients do. Even fewer go beyond conversations on the […]


Financial Advisers: A unique role with philanthropy

Tomorrow I’m presenting at the CFA Institute Conference: Wealth Management 2013 about how important it is for financial advisers to raise the philanthropy question with their clients.  For those who won’t be in attendance, I thought it might be helpful to share my recent contribution to the CFA Institute Private Wealth Management newsletter through a […]


Who’s driving that river of money?

The great news is out – 2012 giving was saved at the finish line.  In recent articles around the country, we heard that Fidelity Charitable Gift Fund saw gifts to charitable accounts jump 24 percent to $3.6 billion in 2012 and The Boston Foundation’s Paul Grogan called it “a river of money” in December when […]


Community Leadership for Deeper Impact

With challenges increasing for communities, it’s exciting to see the ways in which community foundations express their leadership. I had the opportunity in early May to witness and be part of work the Santa Barbara Foundation is doing. The foundation has a long history of supporting the community but they are exploring new roles that […]

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