View All (2) Articles Tagged As:  Financial Advisors

Are You Planning for Generations?

A legacy advisor helps a family plan for generations

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good retirement for them and an inheritance for the children and maybe even the grandchildren. But those days are changing, giving rise to a new field of expertise: the legacy advisor. Consider  »  Read More

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Looking Forward: A New Donor-Advised Fund Era–Advisors!

There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over that period of time, the Servant Foundation has seen nearly $3 billion in contributions and $2 billion in grants. But now Servant Foundation is  »  Read More