I recently returned to San Diego after the Academy’s Spring Summit event in Houston and the Spring meeting of the Carter Center’s national Planned Giving Advisory Board in Atlanta. While I was travelling, I had time to consider what clients care about most. First, clients are often looking for the best way to gift to their children or grandchildren. I’ll discuss this in this week’s blog. Next week, I’ll look at how clients can choose to leave a legacy. Clients give to their children and … [Read more...] about Gifting
