Resources

Report
CFA Institute
"Too few financial advisers take the initiative when it comes to engaging clients on the question of philanthropy. Yet, having a meaningful conversation about charitable giving is an effective way...
Report
Rockefeller Philanthropy Advisors
This brief guide is designed to introduce you to the world of thoughtful, effective philanthropy. It’s a roadmap for donors —individuals, couples, families or groups. It offers an overview of...