What holds someone back from philanthropic giving? Some advisors assume the answer is financial. Clients may be concerned about preserving wealth for retirement, providing for future generations, or navigating economic uncertainty. As a result, philanthropic conversations often focus on financial planning, tax strategies, estate planning tools, and charitable vehicles. Those conversations are important. But recent research suggests another factor may be just as important: confidence that...

Storytellers: Terri Ann DiJulio, joined by members of the Go2Foundation View Recording · Passcode: XN5G7+Cz All journeys have...

Storyteller: Aïcha Lee Thank you for attending Night Out With Meaning! Aïcha shared the story of Anna and Sylvia which shaped the woman...