Partner and Monetize: Staging Your Gift with Personalized Philanthropy (you really should read this)
Posted on April 5th, 2015
The case Phil Cubeta makes for advisors to look into Personalized Philanthropy begins with self-interest (AUM) … and goes well beyond.
Philanthropy and AUM
Often investment advisors are held back in serving the client's philanthropy by the fear, partly justified, that the gifts to charity, if significant, will come at the expense of assets under management. As discussed in a prior post, however, we are on the cusp of a major historical opportunity to help Boomer business owners in transition from success to significance, and also greatly increase and retain assets under management.