Research & Writing
The Joy That Comes from Smarter Giving – a recipe for greater donor (and client) satisfaction
From CapShare, the quarterly newsletter of The American College of Financial Services’ Chartered Advisor in Philanthropy program
The American College of Financial Services asked me to contribute a piece to the quarterly newsletter of the Chartered Advisor in Philanthropy (CAP®) community (I completed the CAP® certification in 2018). In this article, I point out that clients increasingly ask their financial, legal and tax advisors questions on how and where to give more thoughtfully and effectively – which the advisors are not equipped to answer. I suggest that my forthcoming online course “Smart donors… Make a Difference” could solve this problem and provide greater client satisfaction.