As donor expectations evolve, today’s philanthropists are seeking more from their financial advisors—beyond tax advice. They want strategic, values-aligned giving plans that include family, legacy, and impact. With over $84 trillion expected to transfer across generations by 2045, advisors who understand charitable tools like planned giving and donor-advised funds are well-positioned for growth. Learn how integrating philanthropy into your financial planning services isn’t just good ethics—it’s smart business.