Available On-Demand

Cost: Complimentary

Sponsored by:

U.S. charitable giving hit a record $485 billion in 2021, up from $466 billion. However, due to the continuing pandemic, inflation and other related circumstances, needs within the philanthropic sector are increasing. Fortunately, there are a growing number of ways advisors can help investors with their philanthropic objectives.

These strategies include donations of real estate, using donor-advised funds and other measures. Advisors can help clients determine which types of approaches make the most sense and, by doing so, demonstrate their long-term value as wealth managers for those seeking to build a legacy for themselves, their families and their communities.

Join this complimentary webcast to discover the complex considerations advisors must make to best serve their philanthropic clients. You’ll learn:

  • How to work with a variety of clients – including multi-generational family members – to assess their philanthropic interests and charitable-giving goals
  • To develop approaches to philanthropy that are beneficial to clients’ overall wealth management objectives, and to their unique tax and related considerations
  • Helpful and informative ways to explain donor-advised funds, family foundations, and other complex charitable giving strategies and trends in philanthropy
  • And more!


Featured Speakers:

Jeffay Chang | Senior Trust and Estate Specialist | Capital Group Private Client Services

Jeffay Chang is a Senior Trust and Estate Specialist for Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Before joining our firm, Jeffay spent six years as Senior Vice President and National Team Lead Trust Advisor at City National Bank. He served as Executive Vice President and Trust Strategist at The Goldman Sachs Trust Company for the 12 years before that and held earlier positions at UBS Financial Services and United States Trust Company of New York. Jeffay received his JD from Fordham University School of Law and his bachelor’s from Brandeis University (cum laude). He is a former board member of the Estate Planning Council of New York, and a member of STEP (formerly known as the Society of Tax and Estate Practitioners).

Marta Ferro | Managing Director – Philanthropy and Mission Aligned Investing | Angeles Wealth Management

Marta Ferro is Managing Director – Philanthropy and Mission Aligned Investing at Angeles Wealth Management  and President of Starfish Impact, a firm specializing in family philanthropy, CSR and nonprofit consulting. Marta combines her expertise in and passion for philanthropy and impact investing as she leads Angeles’ Philanthropic Families and Mission Aligned Investing practices. Marta’s work empowers families to invest alongside their values and align their purpose with their financial and philanthropic investments.

Ken Nopar | Vice President and Senior Philanthropic Advisor | American Endowment Foundation

Ken Nopar is the Vice President and Senior Philanthropic Advisor for the American Endowment Foundation. AEF has been the country’s leading independent donor-advised fund sponsor for nearly 30 years. In addition to working with advisors and donors, Ken writes articles about charitable planning in many publications including ThinkAdvisor, Accounting Today, and Chronicle of Philanthropy, and has been interviewed in the Wall Street Journal and New York Times.