Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
Thirty-four percent of high-net-worth individuals believe that the topic of charitable planning should be raised during their very first meeting with a financial advisor, and virtually all – 90% -- agree that this discussion should occur within the first several meetings. That's according to a 2013 U.S. Trust survey of 120 high-net-worth individuals and 300 advisors conducted in partnership with the Philanthropic Initiative.
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