Helping your business grow

by William D. Strickland, J.D., C.S.P.G.

Your clients depend on your experience and expertise to preserve and grow assets and safeguard their legacies. But how do you maintain and grow your own book of business? You can achieve that goal by providing the competent and objective counsel your clients and prospects need to address all of their concerns and goals.
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Creating a “safe zone” with family philanthropy

by Bruce DeBoskey

Family philanthropy can be an important and safe area in which to commence a family conversation about money and values — creating new and effective rules of engagement that carry over into other family matters. Here’s how.
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Personalized philanthropy: fixing the flaw in your business model

by Steven L. Meyers, PhD.

There is a basic, but rarely acknowledged truth when it comes to gift planning: the deck is stacked against a financial advisor whose clients want to be philanthropic — especially during their lifetimes. Advisors implicitly have to set a balance between serving a client’s desire to be charitable and serving their own model of retaining assets under management. Is there a way to redress any imbalance that might result? I think so and there’s a growing cadre of advisors, gift planners, and donors who agree.
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The most valuable resource on a worthwhile journey is a trusted partner who already knows the way.

Experience innovative solutions and personalized services to meet all your clients’ philanthropic goals through CCF’s Advisor Services.
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