Help clients make choices about philanthropy
Clients want you to talk about the issues that are important to them
Although laws concerning these changes have not yet passed, you should not ignore these proposed changes at this time
Five reasons why advisors and clients don’t discuss philanthropy
Bankers to hold seventh annual charity boxing event
Equity Through Education program supports nine charities
Ihnatowycz Institute for Leadership to be housed at Ivey School of Business
Teams up with Benefaction to offer clients charitable-giving investment solutions
Banks accepting financial donations until September 17
Take the approach that best represents what’s important to you, no matter the cause you’re supporting