顾问故事
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time for a brief refresher course on the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Learn how you can help your clients...
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and first recipient of our Partner in Philanthropy Award
聆听高级副总裁兼关键私人银行市场主管 Julia Trivisonno 的演讲，了解金融心理学的应用如何对个人的理财心态和随之而来的行为至关重要，尤其是在考虑慈善捐赠时。
了解杰夫-克瑙斯（Jeff Knauss）和他的妻子如何利用他们的捐赠者建议，让他们的子女参与到他们的慈善事业中来，参与到他们提供支持和志愿服务的决策过程中来。
