Charitable Giving in Focus on June 27 Webcast

The event’s speakers are Jeffay Chang, senior trust and estate specialist for Capital Group Private Client Services; Leslie Heffernan, managing director of fiduciary and legal services at Pitcairn; Stephen Kump, CEO and chairman, Charityvest; and Ken Nopar, vice president and senior philanthropic advisor at the American Endowment Foundation.

As ThinkAdvisor’s upcoming webinar will explore, Americans across the wealth spectrum have an increasing array of choices when it comes to how they give, and so they are looking for expert counsel on how to maximize their philanthropic impact while taking into consideration their tax exposure and possible tax policy changes.

This means advisors have a critical and expanding role to play in informing clients about such topics as donor-advised funds, tax deductions and overall financial planning — and helping them build successful wealth-management strategies tied to charitable giving.

Join the complimentary webcast to learn about the latest trends in charitable giving in 2023 and how they impact financial planning efforts for your clients and prospects. We will explore such questions as:

• How can clients take advantage of developments in philanthropy, financial planning and taxation to achieve both their long-term charitable giving and wealth management goals?
• What are the key differences between donor-advised funds, family foundations and other popular charitable-giving vehicles?
• How may the tax landscape change in the future, and what impact will this have on clients’ preferred giving strategies?
• How can advisors ensure conversations about charitable giving resonate with the next generation of the client’s family?
• What can clients expect about the future of charitable giving?

Those interested in learning more about these topics and more can sign up for the complimentary webcast here.

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