There's a major shift in the philanthropic wind. For decades, a big misconception shared by many fundraisers was that financial professionals were the enemy and that they were out to shield every possible cent of their clients' portfolio from both taxes and fundraisers. Nothing can be further from the truth. With current tax laws, philanthropic vehicles are virtually the only way that wealthy families can maintain at least control and direction of their money into the next generation. You want to help your clients to make good choices about the charities that will be the objects of that philanthropy. It reflects well on you as the advisor and helps you to retain your clients' trust and business. Still, too many fundraisers look upon accountants and financial planners as adversaries in their efforts to garner large donations from major gift prospects. What's happening to alter their attitudes?
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