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Why talk to clients about philanthropy?

"This resource will help us build a significant and potentially world-class market in philanthropy advice and encouragement and underlines the importance and responsibility of the wealth management industry in developing the business case for philanthropy."

- Jeremy Hunt MP,  Culture Secretary

 

More and more wealthy individuals are becoming involved in philanthropy, but many simply don’t know where to start, and are turning to their trusted advisors for guidance on how to get started on their philanthropic journey.

In response professional advisors of all types are increasingly seeking to offer bespoke philanthropy services to their private clients, but often are unsure about what clients really want and what services advisors should provide. Over the next few pages we bust some popular myths about philanthropy advice, and offer some food for thought.

  • Myth 1
  • Myth 2
  • Myth 3
  • Myth 4
  • Myth 5
‹ How to use this guide up Myth 1 ›
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Giving Advice: Home page

  • Introduction
  • Why talk to clients about philanthropy?
    • Myth 1
    • Myth 2
    • Myth 3
    • Myth 4
    • Myth 5
  • Asking the Question
  • Giving Advice
  • Framework
  • About us
  • Acknowledgements
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