Charitable planning fundamentals
Charitable Insights newsletter
Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.
Teaming up for the White Dinosaur Trust
April 2021 issue
You may not discover your client’s charitable intent until you provide an initial recommendation. That’s what veteran financial consultants Bridgit Holly and Brook Williams found to be true when discussing a holistic financial plan with a new client.