How to Talk to Your Clients About Charitable Giving
November 19, 2018
In an article recently published in SumNews by MSCPA, TPI’s Senior Philanthropic Advisor Rebecca Miller shares the top 10 findings from the U.S. Trust Study of the Philanthropic Conversation. Advisors may use these findings to gain knowledge surrounding the philanthropic conversation, understand client expectations of these conversations, and plan for future client meetings.