Financial DNA measures 200+ different behavioral insights covering virtually every human habit: the way a person communicates, invests, works, and lives. The underlying tendencies Financial DNA measures will be revealed in nearly every aspect of someone’s life. This is no different when it comes to philanthropy. When people want to give, how they go about it, and their motivations are different.
Financial advisors access a network of experts and coaches (we call them Wealth Mentors), through the DNA Coach Network to facilitate Philanthropy discussions on a third-party basis for their clients.
Schedule a Free Consultation:
Meet with one of our experts to identify your philanthropy needs, or discuss how we can work with your business, schedule a 15-minute call with us.