Philanthropic Capital: Moving Families Towards Greater Impact and Fulfillment
Overview
While the concept of discussing the values and expectations surrounding philanthropy aren’t new and advisors are tasked with satisfying the gifting expectations of the families they serve, as indicated in the 2013 U.S. Trust and The Philanthropic Initiative research on philanthropy—there is a significant disconnect between advisor approach and client expectations. In too many cases, families and their advisors aren’t aligned, and thus conversations are falling short of their potential. As The Optimal Advisor, what can you do to enhance communications and ensure philanthropic discussions within family offices that spark a "triple win" with the greatest positive impact on families, advisors and society?
Jim and David will provide best practices and tools for how you can lead effective strategic and tactical philanthropic conversations, how to make gifting strategies relevant to family members, techniques for engaging multi-generational family members, and guidelines and processes for establishing a philanthropic vision and purpose.