Browse our resources on building a
stronger client-adviser relationship
through discussions about charitable
Thoughtful Philanthropy provides your
clients with independent charitable giving
research and advice. See a sample
As a financial advisor, I’m a believer in careful research into the recipients of one’s charitable dollars. Lauren provided one of my clients with a carefully laid out report on a topic near and dear to them.
The modest fee associated with Lauren’s research is well worth the professional guidance provided to know your charitable dollars are being used effectively.
I highly recommend Lauren Janus and Thoughtful Philanthropy.
Lauren has helped our clients to explore the causes they want to support and then identify the charities to help them do this.
This has helped to strengthen our relationships with clients, and help them to appreciate that managing their investments is only a small part of the benefit of working with us.