Engaging With Clients Around Charitable GivingEngaging With Clients Around Charitable Giving

Nicholas Palahnuk, founder and CEO of PhilanthPro, discusses the three areas PhilanthPro Solutions can help advisors start meaningfully engaging with their clients around charitable giving and making an impact with wealth, including: philanthropic financial planning, real-time grant planning and strategy, and organization and management tools for when you're up and running with charities.

Plus, why philanthropy as a financial planning tool is a great way for advisors to create new conversations and connections with the next generation.

Find out more about Wealth Management EDGE