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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 a senior partner and senior financial advisor for the private wealth division of Ronald Blue Trust. He is a frequent conference speaker for churches and faith-based organizations, and he also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial Freedom; Spiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has also earned the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida and have six adult children and six grandchildren.