People have different motivations for giving. It is important for the advisor to discover the motivations to facilitate the right gift at the right time. In so doing, the advisor is adding value to the business relationship with the client.
Whether it’s securities transfers, charitable giving plans, alternatives to family foundations, or tax planning, we are here to help offer options for you to give your clients the service that will make a difference to them. Sign up for our E-Newletter.