Giving Insights

Social Consciousness: Today’s Expectations of Professional Advisors

Over the last few years, especially as social consciousness has increased, many of your clients have no doubt become more interested in how they can make a difference in both their local community and the world at large. Whether those activities include providing financial support to favorite charities or volunteer service, purchasing products that support a particular cause or choosing investment vehicles that align with their personal values – clients are increasingly mindful of the impact of their actions and purchasing decisions.

As clients grow more in tune with social impact, they are expecting their advisors to be ready to help them structure and plan their charitable giving as well. What’s more, clients who receive charitable planning advice from their advisors tend to be more loyal and more willing to recommend their advisor to others, especially when that advisor is proactive in bringing up options for incorporating philanthropy into financial and estate plans. 

With that in mind, did you know that the Community Foundation now offers a separate investment pool for Donor Advised funds focused on making both a financial AND a social return?  Our team would be delighted to visit with you about our Arkansas Impact Investment pool and how your clients can put their grantmaking dollars to work and invest in opportunity for our state.