Advisor Voices: Travis McEowen
Why do you think it’s important to bring up the topic of charitable giving to your clients? Some clients are naturally philanthropic, motivated by a genuine desire to support causes
February 18, 2026
Why do you think it’s important to bring up the topic of charitable giving to your clients? Some clients are naturally philanthropic, motivated by a genuine desire to support causes
Why do you think it’s important to bring up the topic of charitable giving to your clients? Because it’s rarely just about money. Charitable giving is often where values and