Special Edition - Unlocking Generosity: The New White Paper from AEF (ft. Christine Gaze)
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Special Edition - Unlocking Generosity: The New White Paper from AEF (ft. Christine Gaze)
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概要
AEF partnered with Purpose Consulting Group, a leading practice management consulting firm, to release—Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact—a comprehensive white paper exploring the evolving role of advisors in charitable planning.
In this special episode, Ron reconnects with Christine Gaze, founder and managing partner of Purpose Consulting Group, for an in-depth conversation about the research behind the paper and what it means for advisors today. Together, they unpack how advisors can close the engagement gap in philanthropy, apply practical strategies to client conversations, and leverage real-world examples to inspire more intentional, outcome-driven giving.
Tune in to hear key insights from the research, then visit aefimpact.org/report to download the full white paper.
Let’s talk about unlocking generosity. Let’s talk DAFs.