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PhilanthropyGaps in Philanthropic Services to Wealthy Are Opportunities for AdvisorsGaps in Philanthropic Services to Wealthy Are Opportunities for Advisors
Ever since Warren Buffett announced his intention to give away a massive chunk of his fortune in June, advisors say they have noticed an increased enthusiasm for philanthropy among wealthy investors. But that enthusiasm may not be finding adequate outlets. A new survey of the wealthy finds that the first links in the giving chain—financial advisors and nonprofit organizations—don’t communicate effectively with potential philanthropist clients.
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