If you’re among the many older workers who may be looking at an early retirement due to the economic fallout caused by the COVID-19 pandemic, you’re not alone.
Philanthropy
Make Your Giving Count More
What causes and organizations do you support? Do you wish you could do more to help out? Our network of alumni has the guidance you need to make your philanthropic efforts count.
Top Designations for Philanthropy Planning
- Certified Advisor in Philanthropy® (CAP®)
- Find a Financial Professional With Philanthropy Knowledge
Did You Know?
Americans give more than $1 billion to charity each and every day.
5 Ways Financial Advisors Help Charitable Giving
Most of us think of financial advisors as professionals who help us grow our portfolios. But, as more people look to incorporate philanthropy into their financial planning, there’s an increasing demand for professionals who are credentialed and experienced in advising their clients in charitable giving.
If you have a minor or adult child with special needs, financial concerns are likely top of mind.
Families who have children or family members with special needs face financial challenges that can be overwhelming.
