Help clients align philanthropic, wealth, and legacy goals. Discover key trends in family giving, generational differences, and key opportunities for advisors to deepen client relationships and enhance their services.

Philanthropy offers families a powerful way to share values and create lasting impact. Yet, many families, particularly those with evolving generational dynamics, may not fully optimize their charitable giving. Research indicates that while inheritors are increasingly involved in philanthropy, their motivations and needs often differ from founders. Few families engage outside experts to guide their charitable agenda—presenting a significant opportunity for advisors.

This report provides valuable insights into addressing generational gaps and shifting motivations in your clients’ philanthropic giving. You’ll learn how you can uncover unspoken aspirations and interests, address philanthropy as part of financial planning, and deepen client connections.

Download now to discover how you can:

• Uncover clients’ unspoken charitable aspirations and interests
• Integrate philanthropy into financial plans, unlocking new assets
• Guide clients in selecting optimal charitable vehicles
• Foster connections for collaborative learning and giving
• Source technical expertise to advance clients’ philanthropic missions
• Diversify client conversations and strengthen long-term relationships