Slide 1 of 12
10 Things Advisors Need to Know About Charitable Giving

The recently released Fidelity Charitable report included some surprising data that should be of interest to all advisors and estate planners who are keeping a close eye on the latest trends in charitable giving.


Advisor coach Matthew Halloran says that while he writes how advisors can use social media to grow their business and improve client service, his primary focus is on helping to redirect more than $1 billion to charity.


Here are 10 things advisors and wealth managers need to know about charitable giving and clients who are passionate about spreading the wealth.


Source: Matthew Halloran, MS, Certified Coach is the Director of National Development for GIVE Strategies, a mission-driven company that focuses on helping connect financial advisors, CPA's, estate planning Attorneys, clients, and planned giving directors to redirect $1 billion to charity.




next