Impact of Giving - Friday May 13

Another finding from the US Trust Research I talked about yesturday is that many wealthy invetsors are interested in seeing the impact of their giving now, rather than leaving a legacy when they pass away. Despite this 4 in 10 affluent investors haven't sought advice on their legacy or philanthropic strategies. The implication for this in retirement planning is that advisors should enagage their clients about where charitable giving lies in their priorities and then help them give life to their vision.