When Financial Advisors Become Philanthropists


Wealthy investors can learn a lot about charitable giving by watching how financial advisors donate their own money. Within the next few days, as soon as the weather in Omaha, Neb., clears, an elderly, impoverished, and terminally ill man will experience a hot-air balloon ride for the first — and likely last — time in his life.

Footing the bill for this dying wish is financial advisor Ron Carson and his wife, Jeanie, whose philanthropy over the years has brought them great satisfaction. “The return on psyche for me, Jeanie, and our family has…

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