PREPARING FOR PHILANTHROPIC CONVERSATIONS WITH YOUR CLIENTS

Research has shown that high-net-worth and ultra-high-net-worth individuals expect to discuss philanthropy with their advisors as part of a comprehensive wealth management plan. To help you prepare for those conversations, we offer the following materials that other advisors have found useful.

MATERIALS TO HELP YOU PREPARE FOR YOUR CLIENT MEETING

MATERIALS YOU CAN USE IN YOUR CLIENT MEETING

If you have additional questions, don’t hesitate to reach out to your regional managing director.