You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Enhancing Client Relationships Through Charitable Giving

August 27, 2019

John Hayes, the Senior Vice President of Charitable Estate Planning at the American Heart Association, shared his insights on charitable giving. John talks about how planning professionals and larger organizations like the American Heart Association are working together more and more to make an impact on the state of charitable giving.