How Philanthropic Planning Retains Assets

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About the Episode

Your client's heirs will fire you as often as 90% of the time within one year of your client's death because they have no relationship with you. Arlene Cogen explains how to bridge those relationships and retain assets.

Our guest today is Arlene Cogen, who is a CFP and began her career on Wall Street, spending over 20 years in the trust and investment world. Wanting to lead by example for her daughters, she switched career paths into nonprofit development and helped guide the ninth largest community foundation in the country for almost a decade. Arlene is the author of the Amazon #1 Bestseller, Give to Live: Make a Charitable Gift You Never Imagined.

Show Notes

Here is a link to Arlene’s web site, where you can learn about her consulting, training and other philanthropically-related services. Here is a link to buy Arlene’s book, Give To Live: Make A Charitable Gift You Never Imagined, on Amazon.

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