Home Philanthropy

Keyword: Philanthropy

28 results found
Dan Wynnyk

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

donation

Wealthy donors may need help doing due diligence before they give

eople discussion meeting give help donate charity philanthropy concept

Program addresses an investment trend that is "increasingly important to investors of all ages"

  • By: IE Staff
  • September 5, 2019 October 17, 2019
  • 11:57
eople discussion meeting give help donate charity philanthropy concept

Hilary Pearson plans to leave the organization in 2019

hands working on digital device network graphic overlay of GIVE

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

  • By: IE Staff
  • September 20, 2018 October 31, 2019
  • 11:15

Help your clients involve their children at an early age

Clients are often more receptive to a philanthropic plan than to a financial plan

Helping your clients make the right choices can deepen relationships

Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility

HNW clients and advisors think differently about what’s important