Reactive Versus Proactive Philanthropy

Ask your clients five questions to guide them towards a more deliberate and strategic process

As we approach the peak of charitable giving season, you have the opportunity as an advisor ,to initiate and guide your client’s philanthropic decision making.  Clients may take a reactive approach to philanthropy, making donations in response to events, including annual appeals and natural disasters like Hurricane Sandy.  This reactive approach, while understandable and common, may not have the level of long-term impact that could result from a more deliberate and strategic p

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TAGS: Philanthropy
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