Community Foundation of Central New York: 'Popping the Question' About Charitable Giving - Steve Jacobs
June 14, 2019
June 14, 2019
SYRACUSE, New York, June 14 -- The Community Foundation of Central New York issued the following news:
A U.S. Trust study found that people want their financial advisors to ask them about charitable giving. In fact, a third of clients surveyed think the topic of charitable giving should be raised in the very first meeting. Yet fewer than half feel their advisors are good at discussing personal or charitable goals with them.
Wondering how to start a conversation about ch . . .
A U.S. Trust study found that people want their financial advisors to ask them about charitable giving. In fact, a third of clients surveyed think the topic of charitable giving should be raised in the very first meeting. Yet fewer than half feel their advisors are good at discussing personal or charitable goals with them.
Wondering how to start a conversation about ch . . .