When it comes to discussions about charity, Zaneilia Harris doesn't wait.
The president of Harris and Harris Wealth Management Group, in Upper Marlboro, Md., launches discussions about charitable giving in her initial meetings with clients. She asks each family member about their charitable giving preferences, and specifically asks which charities each person views as his or her passion. "I find out what is important to them," says Harris.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access