Five Philanthropic Strategies Advisors Should Share With Clients

A great reason to get in touch with clients heading toward the holiday season.

Talking to clients about philanthropy can be a differentiator for wealth managers. Many advisors do it and client demand for advice on charitable giving is there, said Eileen Bird, senior vice president of Fundraising & Distribution at Fidelity Charitable, during a presentation at the firm’s Inside Track conference for advisors in New York City on Tuesday.

Here are five philanthropic strategies that every advisor should reach out to clients about.


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