Advisers miss mark on clients' charitable intentions

10/14/2013 |

A significant percentage of investment advisers are mistaken about their clients' intentions for charitable giving, according to a study by U.S. Trust. While 30% of the people who responded to the survey said they donated to encourage giving by their heirs, their advisers thought the clients were donating to save on taxes. The study indicates that many clients want their advisers to initiate a discussion about philanthropy.

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