Research finds disconnect in discussions about charity

October 2013
Journal of Business (10756124);10/24/2013, Vol. 28 Issue 22, pC4
Trade Publication
The article focuses on the Study of the Philanthropic Conversation conducted by New York-based private bank U.S.Trust Corp., according to which several advisers underestimate the desire of their clients to discuss their charitable goals and the importance of tax benefits. According to Claire Costello, national philanthropic practice executive for U.S. Trust, discussing philanthropy is the best way for advisers to know the need of their clients. It mentions the findings of the study.


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