Philanthropy: How the major financial institutions are helping

Ten years ago, you would have been hard-pressed to find philanthropy specialists in most private banking and investment firms. But today, philanthropic services are a major division of most wealth management operations, offering clients a myriad of investment vehicles and services to do good.

“… Philanthropy has become a central part of relationship management because it’s so much a part of a high-net-worth individual’s life,” says Eileen Heisman, CEO and President, National Philanthropic Trust.