IMPAKT

I recently tweeted some research that we had done by UnCommon Innovation on the state the financial services sector.  The focus on the study was on how advisors are talking with their clients about charitable giving.  What came out loud and clear is that advisors are looking for tools and resources to have deeper, more meaningful conversations with their clients about philanthropy.  These tools and resources can come from a number of places, the most knowledgeable place would be the charitable sector itself.