Category Archives: Popping the Question

‘Popping the Question’ About Charitable Giving: Karin DeLaney

A U.S. Trust study found that people want their financial advisors to ask them about charitable giving. In fact, a third of clients surveyed think the topic of charitable giving should be raised in the very first meeting. Yet fewer than half feel their advisors are good at discussing personal or charitable goals with them. Wondering how to start a

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