As a professional advisor, your clients look to you to provide informed, personal and appropriate advice on their financial or legal situations. But increasingly, individuals and families are looking to their professional advisors for guidance on philanthropic giving, too.
That’s why I’ve created a special section at Thoughtful Philanthropy just for professional advisors. It includes advice on talking about giving and impact investing with clients. I also list my favorite resources for keeping up with the philanthropic sector.
I invite you to take a look and importantly, tell me what else you’d like to see.
Maybe you’d like more resources on what to say when a client asks you about impact investing. Or perhaps you’d like to know how to proactively talk with your clients about building charitable giving into their estate planning. Please get in touch at email@example.com and I’ll see what I can do to help.
At Thoughtful Philanthropy, I want to be a resource for you as well as your clients. Charitable giving is one of the most empowering ways to create joy and powerful change in the world. Let’s spread that joy and power together.
I am passionate about helping people become informed, empowered and enthusiastic donors. After more than 10 years in the nonprofit/charity sector, I embraced my fear of spreadsheets and got an MBA so that I could help citizens like myself become more strategic givers. Today, I use my unique experiences in both sectors to help people who care deeply about using their money to make the world a better place.