Charities of all sorts seek out high-net-worth individuals. Yet even the wealthiest people can’t give to every worthy cause. Often, they turn to financial advisors for guidance.
“The first thing is for clients to figure out what they really care about,” says Don Patrick, managing director at Integrated Financial Group in Atlanta. “Once you know what your passion is, you want to make sure the charities are in fact using these contributions for the cause,” he says.
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