Philanthropy advice: Is your knowledge meeting your client needs?
This webinar, hosted in partnership with ThoughtLeaders4, shares essential insights to boost your confidence in advising clients on philanthropy, including:
- Key philanthropy trends
- How to start a conversation with clients about philanthropy
- Incorporating charitable giving into client discussions
- Tax-effective giving methods
- Insights into Donor Advised Funds
- Key findings from our research with advisers