Raising the Philanthropy Question

Kudos to Jim Coutre from The Philanthropic Initiative for his recent article on the importance of financial advisers discussing charitable giving with their clients. He cites studies showing that wealthy clients expect the conversation (or will go elsewhere for it) and that the conversation will increase long-term client retention. Community foundations and other nonprofits that work with professional advisers will also gain insights.

Jim also posted the article with additional links in three blog posts in March of 2013.