Helping Your Clients Turn Their Success Into Significance: Maximizing Collaboration Between Charitable Organizations and Professional Advisors
This one-hour presentation is designed to educate attendees as to the impact of philanthropy on local charitable organizations, as well as highlighting the role of the professional advisor in the charitable giving process. The panel will discuss how their organizations work with charitable advisors to help their clients achieve their philanthropic goals, as well as provide information on resources that are available to clients who intend to make charitable donations.