Millennials using tech

ADVISOR NEWS – FOUR FACTORS SHAPING NEXT-GEN PHILANTHROPY

Millennial donors stand to become the most significant donors in history. The majority are already making charitable contributions at a quick clip. Now, as the largest share of the population is on the cusp of becoming the wealthiest, millennials are looking to give those resources in new, impactful ways, starting at a young age and continuing throughout their lifetime.

Given the potential trillions of dollars that will transfer, the wealth management industry is actively researching what makes this group tick. Julie Neitzel, a partner with WE Family Offices in Miami and a Foundation board member, shares practical advice for advisors working with next-gen donors.

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