Study Reveals Disconnects in Philanthropic Conversation

Date added: 
January 24, 2014
Publication date: 
October, 2013

A recent U.S. Trust study reveals several disconnects between HNW individuals and advisors centering on the initiation and substance of philanthropic conversations. For instance, many advisors underestimate their clients’ desire to discuss their charitable goals and passions, and overestimate the importance of tax benefits as a motivation for giving.

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