Featured Article WealthManagement.com: Stretching Your Clients' Charitable Dollars
Tools to use when portfolios have taken a hit.
With a potential recession looming and portfolios down substantially, many nonprofits (and university endowments) need your clients’ help now more than ever. Your clients may be asking you if they can still afford to give as much as they typically do. Chances are they’ve been asking you about recoverable grants, philanthropic portfolios and other techniques for stretching their charitable dollars when their own portfolios may have taken a hit. Make sure you do your homework on these tools before you use them (or brush them off).
Want to learn more? Read the full Stretching Your Clients' Charitable Dollars article here.