The Advisor’s Guide to Philanthropic Giving for High-Net-Worth ClientsThe Advisor’s Guide to Philanthropic Giving for High-Net-Worth Clients

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Ninety-one percent of HNW investors incorporate charitable giving as part of their overall wealth strategy. Understanding your clients’ charitable giving preferences can help you better anticipate their needs and help them achieve their goals.

Download this guide for actionable strategies you can apply to your practice today, including three case studies that reflect real-life situations you may come across.