An Important Part of Client Services

An Important Part of Client Services
Article posted in by Enzo Calamo on 25 October 2011| comments
audience: Advisors in Philanthropy | last updated: 25 October 2011
Print
||
Rate:

Summary

For high-net-worth individuals with substantial charitable commitments, managing their giving is a key part of their financial strategy.  Betsy Brill, president of Strategic Philanthropy, advisor on best practices for charity planning.

By Betsy Brill, President, Strategic Philanthropy

Published on Oct 2011

Working with high-net-worth clients on charitable planning presents a tremendous business opportunity for advisors.  In fact, a 2010 Merrill-Lynch CapGemini report indicatied a rising demand for philathropy-related advisory services among high-net-worth individuals, who increasingly view philanthropic planning as inextricably linked to their borader wealth management intiatives.

Most clients want to protect their charitable intent while maximizing the impact of their giving.  Advisors can address such issues by encouraging clients to conduct thorough research on each of their gift recipients.  Prudetn due diligtence is especially important as the non-profit sector grapples with economic fallout, government funding cuts and the stain fo recent high-profile scandals.

By followiing the best practices outlines below, donors - and their advisors - can fell confident that they are investing in organizations that are effectively governed, transparent, acountable, fiscally responsible and aligned with their core values.

To see complete article click here.

Groups:

Add comment

Login or register to post comments

Comments

Group details

Contact

Advisors in Philanthropy
http://www.advisorsinphilanthropy.org
The International Association of Advisors in Philanthropy, Inc.
95 West Street
Rocky Hill, CT 06067
United States
Phone: (888) 597-6575
Fax: (860) 721-7406
See map: Google Maps

Follow

RSS

This group offers an RSS feed. Or subscribe to these personalized, sitewide feeds:
 
7520 Rates: May 1.2% Apr 1.4% Mar 1.4%

Already a member?

Learn, Share, Gain Insight, Connect, Advance

Join Today For Free!

Join the PGDC community and…

  • Learn through thousands of pages of content, newsletters and forums
  • Share by commenting on and rating content, answering questions in the forums, and writing
  • Gain insight into other disciplines in the field
  • Connect – Interact – Grow
  • Opt-in to Include your proflie in our searchable national directory. By default, your identity is protected

…Market yourself to a growing industry