Ep. 55 Part 2: Why Financial Advisors Must Embrace Charitable Planning with Erinn Andrews
What separates the best financial advisors from everyone else when it comes to charitable planning? In Part 2 of this conversation on Money to Give, Rick Peck welcomes back Erinn Andrews to explore the rapidly changing relationship between financial advising, donor-advised funds, and philanthropy. Erinn shares insights from new national research focused on how advisors are incorporating charitable planning into client relationships — and why the most successful advisors are making generosity a regular part of values-based financial conversations instead of waiting for clients to bring it up…
The skinny
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