The role of wealth advisers in growing legacy giving
A high value legacy gift can be utterly transformational for charities. Find out more about the charitable legacy market and why wealth advisers can be so important in enabling these gifts in this report.
The report is packed with useful insights to encourage mutually beneficial conversations between advisers, clients and charities.
Key findings
We know from our work with solicitors and Will-writers how crucial trusted advisers are for those with wealth.
So, we commissioned Philanthropy Impact and Boon Philanthropy Consulting to explore the role of wealth advisers in helping wealthy clients shape their charitable legacy. See the key findings here.
Report for wealth advisers
If you're a wealth adviser and you're interested in reading the full report, please complete the form below. Member charities can download the full report here.
More information for wealth advisers
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