Consider what your clients are looking for in their family philanthropy. For themselves, for their families, for society. Can you imagine asking similar questions of your client? What would they say? Imagine that you’re the family matriarch or patriarch, being asked the following questions by your advisor. Try to answer them.
A Guide for Advisors: Developing a Family Philanthropy Plan
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Professional Advisor Work: Community Foundations Family Philanthropy Network
This collection of sample documents for working with Professional Advisors is part of NCFP's Online Toolbox for the Community Foundations Family Philanthropy Network.
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