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Philanthropy Education Programs for Advisors
Improving Client Service Through Philanthropy
What motivates clients to give? What are best practices? What can you do to enhance client relationships by incorporating philanthropy into your practice?
Talking With Clients About Philanthropy
Prepare for the “when, where, why and how” of talking to clients about philanthropy, including key triggers for discussions and how to initiate the conversation.
Legacy Giving
How do you link lifetime and legacy giving? What are the top 10 reasons to engage the next generation in these discussions?
The Philanthropic Side of the Client Centered Team
Why add the philanthropic perspective to your professional team? How do you ensure that your client’s interests are protected? What kind of due diligence is needed to support donor intent?
Protect your client and the organizations they support in today’s global environment
What do you need to know about giving outside the U.S. in order to support and protect your client in today’s global environment?
Stay Current on the Philanthropic Landscape
Trends and changes in philanthropy.
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