Updated Tuesday, July 22, 2014 as of 3:46 PM ET
Portfolio - Philanthropy
Advisors Underestimate Clients’ Charitable Giving
by: Margarida Correia
Tuesday, June 19, 2012
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Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This gap represents a missed opportunity not only for advisors but also their clients whose charitable contributions would go much further if they were better integrated into their overall financial planning.

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