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Giving Fingerprints (Franks, 2018)

Posted on September 25, 2018 by Dawn Franks

You are as unique as the pattern of whorls and lines of your fingerprint. So is your giving style. Make your mark on the causes closest to your heart and maximize the impact of your gifts by discovering your distinctive, personal giving brand. I wrote this short book to give you a view of your giving habits. What does your… Read More

U.S. Trust Study of the Philanthropic Conversation (US TRUST-TPI, 2018)

Posted on August 30, 2018 by Bank of America Private Bank, The Philanthropic Initiative, US Trust Bank of America Private Wealth Management

Discussions between advisors and high net worth (HNW) clients about philanthropy are on the rise, finds the U.S. Trust Study of the Philanthropic Conversation, as clients report advisors to be a valuable source of information, second only to their spouse or partner. However, the study reveals several disconnects between advisors and their clients. For instance, many advisors underestimate their clients’ desire… Read More

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