The case Phil Cubeta makes for advisors to look into Personalized Philanthropy begins with self-interest (AUM) … and goes well beyond.

Why Charitable Gifts of Non-cash Assets- The Business Case for Investment Advisors

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.