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| WELCOME FROM THE PRESIDENT |
| DEVELOPING YOUR CLIENT RELATIONSHIP |
| OPTIONS FOR FAMILY GIVING |
| RESEARCH ON FAMILY GIVING |
| ADVISOR NETWORKS AND ASSOCIATIONS |
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Send Us Your Question or Idea Please let us know (include your phone number and other contact information in your email so that we know how to get in touch with you). |
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The Advisor Pages:
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| WELCOME FROM THE PRESIDENT The National Center welcomes wealth advisors to its Advisors’ Web Pages! Advisors are essential partners in our work helping donors and families establish and develop their philanthropy. Advisors have the capacity to engage donors in meaningful discussions of giving goals and options and to provide critical counsel to donors. The National Center offers advisors in all specialties—law, finance, investment, wealth counseling, family counseling, planned giving, and other fields—the best information, research, and materials to help them support their clients’ philanthropic goals. We are also pleased to support those advisors seeking to provide philanthropic services for their clients.
A good place to
begin browsing our Advisors’ Web Pages is to review two pieces that summarize the
range of motivations and interests of philanthropic donors and the critical role that
donors see advisors playing in their charitable activities.
These pieces are The Donor Advisor: The
Role of the Advisor in Family Philanthropy and the Q&A Advisor—Donor Motivations,
Interests, and Challenges.
You will also find
here descriptions of guidebooks that are the National Center’s most popular
publications for advisors and their clients. Our
most recent major publication, Splendid Legacy: The Guide to Creating Your Family Foundation,
was designed for donors and advisors as a comprehensive roundup of the technical and
personal issues such as mission, values, and family involvement that are critical to
setting up effective family foundations. Advisors
of all types are using Splendid Legacy
for their own education and reference and as a gift for clients.
Finally, these
pages offer a select list of links to associations and
other resource groups that help advisors in specialized fields to find resources
and information to help them work with clients on charitable goals.
As a nonprofit
organization that values and encourages all philanthropic vehicles and options, the
National Center offers substantive and objective information about many of the charitable
choices available to donors and families. We hope
that you will rely on us as you position yourself to support and encourage your clients in
their philanthropy. If there are particular
questions you have or ideas for resources or services that would be helpful to you, please
let us know.
Best wishes,
Virginia Esposito The National
Center for Family Philanthropy is a nonprofit organization dedicated to enhancing and
encouraging family giving. The National Center
publishes resources for donors, families, and their advisors; conducts and commissions
research on family philanthropy; and presents education programs nationwide.
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