If you have trouble viewing this email, read the online version.
Wealth Management
 
Wealth Management
 

 

Elizabeth Taylor chose one cause—AIDS—as her mission in life to support. Even after her death, the foundations and organizations she created and supported are still thriving.


Elizabeth Taylor chose to go deep, not wide with her philanthropy—and foundations and organizations she created to support AIDS research are still reaping the benefits.

 

In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by Bruce DeBoskey, President and Founder of The Deboskey Group. Bruce has dedicated his life to helping others maximize the impact of their philanthropic initiatives.

 

In this episode, you will learn:

  • What role philanthropy can play in your clients financial plans.
  • How to help guide your client to decide what kind of difference they want their philanthropy to make to the world and to themselves.
  • That narrowing your focus will have a greater impact on your charity.
  • For the multigenerational families, the use of a mission statement to help stay on track with the families core values.
  • Do your research!!!
  • And more!
 
 
Listen
 
 
FS Investments
 
 
 
 
 

 

 
 

Periodically, WealthManagement will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement