We just launched a new course titled Professional Advisors and Philanthropy: Helping Clients Give Effectively to Good Causes.
Professional advisors can play a key role with clients in helping them understand options relating to philanthropy. Whether it is lawyers, accountants, investment advisors or many other types of professionals having a solid understanding of charities and philanthropy can be very useful. Many clients at a certain point in their lives are more interested in giving money away than making it. Professional advisors need to understand this change or be at risk for prematurely losing their most valuable clients. Professional advisors, and their use of networks and subject matter experts, can add tremendous value to their clients.
Some professional advisors are reluctant to bring up the topic of philanthropy with their clients – thinking of it as a highly personal or emotional topic. Some professional advisors are concerned that they don’t understand philanthropy and don’t want to talk to their clients about topics that they are not comfortable with.
In this course, Professional Advisors and Philanthropy: Helping Clients Give Effectively to Good Causes, charity lawyer Mark Blumberg discusses many of the issues related to understanding philanthropic giving. This course is geared towards professional advisors who are interested in philanthropy.