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Professional Advisor FAQ ARCHIVES >
How do I talk about philanthropy with my clients?

Broaching the Philanthropy BarFinancial advisors can play a pivotal role in helping high-net-worth ...


How do I know if giving through the Community Foundation is right for my clients?

If you answer yes to any of these questions, your clients will benefit from knowing more ...


How do I recommend charitable giving without recommending a particular charity?

Talk to your clients about giving through Rochester Area Community Foundation.It’s a delicate ...


Can my clients make online gifts of appreciated stock?

Yes, your clients can make online gifts of stock -- mutual fund shares, too! We know that in ...


Professional Development Seminars ARCHIVES >
Lawrence Brody, Esq. speaks June 24

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Seminars for Professional Advisors


Advisor Gazette ARCHIVES >
Lawrence Brody, Esq. speaks June 24

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Philanthropic Strategies with Concentrated Portfolios

 


Women and Philanthropy: Inspiring and Engaging Your Clients in Giving

 


Balancing Children and Charity in Estate Planning


Giving and Taxes


Survey Reveals A Growing Desire Among the Affluent to Give Back


Advisor Gazette

Lawrence Brody, Esq. speaks June 24
abstract_10016369.gif

Philanthropic Strategies with Concentrated Portfolios

 

Women and Philanthropy: Inspiring and Engaging Your Clients in Giving

 

Balancing Children and Charity in Estate Planning

Giving and Taxes

Survey Reveals A Growing Desire Among the Affluent to Give Back

Rochester Area Community Foundation - 500 East Avenue - Rochester, NY - 14607-1912
(585) 271-4100