A thought-provoking book that asks:

logo
Hammond Iles Legacy Advisors

Advisors

The following resources can help advisors, attorneys and CPAs begin a conversation about philanthropy and “doing more that matters” with your clients.

Print Friendly
Talking to Family About PhilanthropyDonor Advised Funds Versus Private Foundations - 12 Reasons Why Today’s Private Foundation May Be a Better Choice for Your Clients
Talking to Family About PhilanthropyManage Giving - a Key Part of Financial Strategy - Questions Advisors can ask clients to help them manage their charitable giving.
Talking to Family About PhilanthropyYour Clients’ Philanthropy Is It Your Business? (It Should Be!)


Talking to Family About PhilanthropyUS Trust Wealth and Worth Insights Annual survey of high-net-worth and ultra-high-net-worth Americans
Talking to Family About PhilanthropyBarclays Wealth - Insights on Tomorrow’s Philanthropist
Talking to Family About PhilanthropyResources for Individuals and Families - Materials You Can Use With Your Clients