Professional Advisors Network for Northern Virginia
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Questions?
Please contact Kathleen Lowenthal, Development Officer.
703 879 7643 partner@cfnova.org
You’re likely well aware that regularly talking with your clients about charitable giving can strengthen your relationships. That’s not surprising, considering that the topic of philanthropy itself helps uncover values, build trust, and position you as not just an advisor but as a holistic partner. Indeed, recent research shows that 99% of advisors believe these conversations are important and 96% see them as their responsibility, highlighting both the expectation and the opportunity for advisors to engage more deeply.