Supporting clients with faith-based wealth strategies, exploring the complexity of deeply-held values when approaching philanthropy and impact investing.
The notion of charitable endeavours, philanthropy and even investing according to one’s values is far from a new concept for people of faith. Often to care for one’s community and environment is seen as a duty and part of their faith’s culture. Today, we see a growing landscape of interdenominational wealth holders who view the stewardship of their wealth as an extension of their mission and as a powerful catalyst for social and environmental change.
In this discussion, we will be exploring how professional advisors approach this work with their clients, how it can strengthen relationships, and what solutions there are for clients in their faith-based wealth stewardship, via the mechanisms of philanthropy, social investing, and impact investing.
