Financial Advisors who turn away clients

… because the client isn’t interested in charitable giving.

Then again, if you’re giving $50 MM to Harvard to have your name on a building, is that “charitable giving” or “self-aggrandizement”? It’s not like Harvard needs your money.


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As a CFA if you work in a non profit you can manage your own money. The rules are different.

As a CFA working with other clients than non profits you can not front run or do things that put your interests ahead of your clients’ interests. You also need to be closer to working as fiduciary meaning you are limited with your own monies.