For Financial Advisors: Integrating Philanthropy Into Your Practice
Over 90% of high-net-wealth clients give to charity, yet fewer than half discuss it with their advisors. This workshop will help you to confidently guide clients in aligning their philanthropic and financial goals. You’ll explore conversation starters for all stages, giving vehicles including donor-advised funds, and the “5 Ts” of giving. We’ll cover vetting and due diligence, impact strategies, family engagement, and current trends in philanthropy. Walk away with practical tools to discuss philanthropy more effectively.
This quick 1 hour session, held virtually or in-person in the Bay Area, for you and your team.
For Financial Advisors: Integrating Philanthropy Into Your Practice
Over 90% of high-net-wealth clients give to charity, yet fewer than half discuss it with their advisors. This workshop will help you to confidently guide clients in aligning their philanthropic and financial goals. You’ll explore conversation starters for all stages, giving vehicles including donor-advised funds, and the “5 Ts” of giving. We’ll cover vetting and due diligence, impact strategies, family engagement, and current trends in philanthropy. Walk away with practical tools to discuss philanthropy more effectively.
This quick 1 hour session, held virtually or in-person in the Bay Area, for you and your team.