Advisers can help shape client philanthropy

04/29/2011 | AdvisorOne

There are six stages to becoming a world-class philanthropist, The Philanthropy Initiative founder Peter Karoff told attendees of this year's Conference on Philanthropy. Once a donor begins giving to charity, the next steps are to learn and maximize their contributions to produce the most good. Advisers can play a role in helping clients understand their philanthropic goals and strategies, Karoff said.

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