Table of Contents
“Making the Best of It”
Say you have financial
advisors who aren't sympathetic to your values, yet you
want or need to keep them. What can you do?
Go elsewhere for complementary services...
If your estate planner is disinterested in philanthropy,
seek additional advice from an estate attorney who specializes
in philanthropic structures.
Increase your own knowledge... Instead of
having your reluctant trust officer teach your teenagers
about budgeting and giving, poll other parents, get
books from the library, and take it on yourself.
Persistently encourage your current advisors...
At each visit express excitement about your values,
take time to listen to their philosophy and to share
yours, pay them extra to research topics you wish them
to understand, ask to meet other clients who might share
Add new people to your team... Suggest to
your foundation's investment committee that an investment
manager skilled in socially-responsible investing join
them as a non-voting member.
--Anne Slepian and Christopher
© 1990-2005, More Than Money, All rights reserved