At Thoughtful Philanthropy, I partner with professional advisers who want to give their clients charitable giving advice alongside their financial or legal services.
Why offer philanthropic giving advice to your clients? Because it makes you a more valuable adviser. A 2018 survey found that 74% of wealth advisers felt discussing charitable giving with clients strengthened their client relationships.
Below are some quick tips and tools specifically for professional advisers keen to learn more about how to help their clients get the most out of their charitable giving. If you’d like to offer Thoughtful Philanthropy’s services to your clients, or just have questions about any of the resources below, do get in touch either by email or Twitter.
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