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We coach our clients to be strategic and proactive in their financial lives, but have we helped them be strategic in their philanthropy? Beyond the question of “how much” lies the potential for passion in giving. Energize your clients’ giving by helping them uncover the causes that mean the most to them, and you’ll create joyful lifelong benefactors.
Jim Wise is senior partner and senior private wealth advisor for the private wealth division of Ronald Blue Trust and is also an in-demand teacher and speaker. He is the author of several books and lives in Orlando with his wife, Lori, and the youngest of their six children.