Being informed about gifting strategies and addressing the philanthropic values of clients have become indispensible skill-sets for advisors to learn about. Becoming comfortable talking about philanthropy is a key advantage that advisors can leverage to greatly enhance client loyalty.
We are pleased to offer you materials to assist you in your philanthropic discussions with your clients:
Resources
PAC Workshops
The Jewish Foundation holds workshops designed to help advisors feel more comfortable about discussing philanthropy with their clients.
Workshops include: