White Paper: How Your Foundation Helps Professional Advisors Connect to the Next Generation

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White Paper: How Your Foundation Helps Professional Advisors Connect to the Next Generation

175.00

This white paper gives you an instant resource to encourage your network of professional advisors to work with your community foundation as they engage their clients across generations. It's easy to swap our sample community foundation name and logo with your community foundation's name and logo.

Process your purchase securely via credit card or PayPal, and you'll receive a link to download a Word document containing the white paper for you to modify and publish as you wish.

Preview this Content Capsule, below.

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Three imperatives for wealth advisors in the era of multigenerational philanthropy

Work, life, and community have converged in today's culture, making it critical for financial advisors, attorneys, and accountants to understand social impact.

This paper outlines three imperatives to help guide a firm’s work with philanthropic clients, including engaging the next generation of the client base as the firm grows.

Preview the PDF here.