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Planned Giving Kristen Johnson Planned Giving Kristen Johnson

Involving the Next Generation

For professional advisors, client retention is most vulnerable during generational transitions. Nationally, fewer than 20% of heirs continue working with their parents’ advisor after inheriting assets. Philanthropy offers one of the most natural and meaningful entry points. Conversations about giving invite discussions about values, legacy, and shared purpose, while strengthening the advisor’s role as a trusted guide. 

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