As a professional advisor, you are in a unique position to not only guide your clients through a critical financial needs assessment but also help them achieve their charitable goals.
If you’re not discussing charitable giving with your clients, you may be missing an opportunity to add value to the services you already provide.
In addition to our essential guide for professional advisors Establishing A Charitable Foundation in Michigan, we would like to help answer any questions you have. Please contact Barbara Dryer, Membership Coordinator, for more information.
