Updated Saturday, July 12, 2014 as of 3:33 PM ET
Portfolio - Philanthropy
Missed Opportunities with Charitable Giving
by: Margarida Correia
Sunday, July 1, 2012
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Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This gap represents a missed opportunity not only for advisors but also their clients whose charitable contributions would go much further if they were better integrated into their overall financial planning.

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