even traumatic times may open a window to be a hero to your clients … with sensitivity, of course.
by randy fox
ez charitable
life is always full of change. as advisors, we see our clients go through regular changes: new jobs, children heading off to college, death of a parent or birth of a grandchild.
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viewed through a different lens, change presents opportunity to raise the questions about philanthropy. in many circumstances, philanthropy can be the best solution to the change that’s taking place, if only we will think to ask.
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