Wealth advisors are increasingly asked about philanthropy as part of a holistic, values-oriented approach to financial management. In this article, Rockefeller Philanthropy Advisors Vice President Walter Sweet discusses RPA’s Philanthropy Roadmap tools, and how they can be used both by emerging donors and their advisors to plan an effective and sustainable giving strategy.
Getting Your Arms — And Those Of Your Clients — Around Effective Philanthropy
Thursday, December 15th, 2011