Strategic Philanthropy and Impact Investing—How It Benefits Your Clients and Enhances Your Firm

Jul 27, 2017 / By Charles Sherry, MSc
Print AAA
Add to My Archive
My Folder

My Notes
Have you considered the importance of incorporating charitable giving and impact investing as part of a holistic approach to financial planning? Sure, there are tax benefits to philanthropic activities, but actively pursuing these avenues can pay big dividends for your clients and your firm.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Advisors only

Already a Horsesmouth member?

Member Login

This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2020 Horsesmouth, LLC. All Rights Reserved.