Ways to expand the philanthropy discussion with clients

Dec 8, 2013 @ 12:00 am

Runtime: 2:14

A recent study from U.S. Trust shows that many clients feel their advisers could be doing more when it comes to philanthropy. Claire Costello, national philanthropic practice executive at U.S. Trust, talks about how advisers can bridge that gap.

0
Comments

What do you think?

Video Channels