The Philanthropic Conversation

GIV3, in collaboration with other non-profit sector leaders, is working to help Financial Advisors engage their affluent clients in conversations about charitable giving. In 2014 we undertook a ground-breaking research study on the topic. Following that we published a 10-part series in Wealth Professional magazine (print and online), inspired by the research and highlighting the opportunity. We then published The Philanthropic Conversation e-Book and printed booklet as a resource for Financial Advisors. We look forward to continuing this important initiative through the distribution and development of training materials for webinars and conference sessions. More details about the research.