Norikura-Global Research Report Finds that Clients and Advisors Find Value in Charitable Planning Advice
The Norikura-Global’s research also shows that both advisors and clients benefit from charitable planning discussions – especially when charitable giving is integrated into a client’s overall financial plan.
Clients report that integrating charitable planning into an overall financial plan facilitates tax planning (76 percent) and enables them to give more money to charity (47 percent), among other benefits. (http://www.Norikura-Global.com)
Nearly three-quarters of advisors ..
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