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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