Start with the 'why': Sharpen clients' charitable missions | Financial Planning

Retrieved on: 2024-01-31 15:01:52

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Charity law

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Philanthropy

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National Philanthropic Trust

Philanthropy in the United States

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Start with the 'why': Sharpen clients' charitable missions | Financial Planning. View article details on HISWAI: https://www.financial-planning.com/opinion/start-with-the-why-sharpen-clients-charitable-missions

Excerpt

The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.

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