Even traumatic times may open a window to be a hero to your clients … with sensitivity, of course.
By Randy Fox
Ez Charitable
Life is always full of change. As advisors, we see our clients go through regular changes: new jobs, children heading off to college, death of a parent or birth of a grandchild.
MORE: Opportunity Under Your Nose | Opportunities in Collectibles | TRPIF Is One of the Best Kept Secrets in Planning | 1031 and Done: What CPAs Need to Know about the New 1031 Changes
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Viewed through a different lens, change presents opportunity to raise the questions about philanthropy. In many circumstances, philanthropy can be the best solution to the change that’s taking place, if only we will think to ask.
TO READ THE FULL ARTICLE
