Resources - Vario Philanthropy
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4 Strategies for Deepening Your Client Relationships Did you know that 82% of high net worth individuals believe their advisor plays an important role in their philanthropy, and nearly all talk with their advisor at some point about their charitable goals? Your clients know there’s a better way to approach...

FOR WEALTH ADVISORS Looking for a knowledgeable, inspiring speaker for your next conference or staff training? We’d love to talk! Our Vario team has lead workshops and lunch and learns, spoken at national conferences (such as Advisors in Philanthropy and Exponent Philanthropy), and facilitated team discussions....

Part 1 of 2 Things weren’t going as planned. Mom had created the family foundation as a way to engage her kids (and one day grandkids!) in philanthropy and build connectivity that she hoped would endure for generations, while also make a measurable mark in the...

I recently noticed when driving down the highway that my car was pulling to the right. After months of ignoring it, its become harder to drive, and I’ve finally admitted it’s time to take it in for a realignment. Just like cars, giving can get out...

If you’re like most people you probably wrote down, or at least considered, a few resolutions for 2018. According to research, the most popular resolutions are 1) becoming more healthy and 2) getting more organized. Unfortunately, the data isn’t on our side. Less than 10%...

The holidays are upon us. Our mailboxes are full of updates from friends and loved ones… as well as year-end requests from charities. If you’re like many, you probably put them to the side, intending to give thoughtful consideration to each request. But December takes...

The holidays offer a great opportunity to volunteer with friends, family, and co-workers. For parents, this season provides a perfect way to help your children develop a value for giving back to their community. The best part? You deepen bonds while giving back to your...