SPECIAL REPORT: U.S. Trust Study Reveals Disconnects in Philanthropic Conversations Between HNW Individuals and Professional Advisors | Planned Giving Design Center

SPECIAL REPORT: U.S. Trust Study Reveals Disconnects in Philanthropic Conversations Between HNW Individuals and Professional Advisors | Planned Giving Design Center: This is a must-read for advisors currently working with or wanting to work with HNW families, couples or individuals. Advisors are missing the boat according to the new study just released by The Philanthropic Initiative and commissioned by U.S. Trust. Learn when clients want you to start the philanthropic conversation, what they want to discuss, and what percentage of HNW individuals indicate they would be more likely to choose an advisor who is knowledgeable about charitable giving!