Elizabeth Taylor chose to go deep, not wide with her philanthropy—and foundations and organizations she created to support AIDS research are still reaping the benefits.
In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by Bruce DeBoskey, president and founder of The Deboskey Group. Bruce has dedicated his life to helping others maximize the impact of their philanthropic initiatives.
In this episode, you will learn:
- What role philanthropy can play in your clients' financial plans
- How to help guide your client to decide what kind of difference they want their philanthropy to make to the world and to themselves
- That narrowing your focus will have a greater impact on your charity
- For the multigenerational families, the use of a mission statement to help stay on track with the families' core values
- Do your research!!!
- And more!
Tune in now and learn ways to assist clients who are unsure how best they can use their money for good.