Conversations about charitable giving can help professional advisors build stronger relationships with clients and their families while creating opportunities for meaningful, lasting impact.
A new resource guide, Engage Your Next-Generation Clients Through Philanthropy, developed by Turn Two in partnership with the Community Foundation Awareness Initiative, explores how advisors can introduce philanthropic conversations, engage multiple generations in charitable planning and help families turn their values into a lasting legacy.
The guide features insights from philanthropic experts across the country, including Pragya Murphy, MBA, CAP, our Director of Philanthropy & Impact Investing, who shares how thoughtful conversations about giving can strengthen client relationships and how community foundations can serve as valuable partners throughout the planning process.
Featuring practical tips, worksheets and conversation starters, the guide offers professional advisors tools to help clients connect their charitable goals with the causes and communities that matter most to them.
