Three Reasons Why You Should Embrace Philanthropic Solutions

Published: Oct. 5, 2021, 9 a.m.

b'Ed Rodbro, CAP\\xae, is the senior advisor in charge of charitable estate planning at the American Heart Association. He helps wealth advisors, estate planning attorneys, and other financial professionals develop charitable giving solutions for their clients. Ed spoke with Hannah Moore, CFP\\xae, about how philanthropy can help you manage your clients\\u2019 tax liabilities, fulfil their values, and engage millennial clients on issues that matter to them.'