The study also showed that most advisors start such conversations by discussing tax implications rather than by assessing clients’ goals for giving.
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Only 41% of respondents in a recent survey by U.S. Trust and The Philanthropic Initiative said they are happy with the quality of conversations they’ve had with their advisors about philanthropy. So reports ThinkAdvisor.
The study also showed that most advisors start such conversations by discussing tax implications rather than by assessing clients’ goals for giving.