Helping Clients Make a Difference With Charitable Giving

When it comes to making a difference, 87% of individuals with at least $3 million of investable assets say their philanthropic giving and decisions do just that, according to a recent Bank of America Private Bank survey. Plus, a majority of those polled see their personal values and beliefs, 83%, and their need to respond to urgent issues, 80%, as important when it comes to guiding decisions tied to charitable giving.

For those with $50 million and up, a sizable number (43%) say that monitoring their donations to ensure it has its intended impact is a challenge: "This underscores the importance of charitable organizations, advisors, and other partners in communicating the positive impact wealthy individuals have on philanthropy. Additional challenges wealthy individuals face include identifying which causes to support (57%) and how much they can contribute financially (38%)," according to the Bank of America Private Bank study.

To learn more about the critical role that financial advisors play in helping their clients map out their philanthropic objectives, putting these goals into practice in conjunction with recent tax changes, and monitoring their results, join ThinkAdvisor's Nov. 17 webcast: Helping Clients Make a Difference With Charitable Giving.

By attending our Nov. 17 webcast, webcast registrants will:

• Learn what key trends are driving more charitable giving in 2026, and how these trends impact advisor clients;
• Better understand key details about charitable giving and tax planning for 2026, and the best ways to explain these important changes to clients;
• Gain clarity on how to monitor the impact of clients' philanthropy and how to make charitable giving part of clients' legacy planning;
• Grasp what's involved in setting up donor-advisor funds and/or working with DAFs, and how advisors can facilitate this giving strategy; and
• Find out which strategies are most effective when it comes to including philanthropy in year-end conversations and clarifying 2027 priorities for clients.

Speakers:

Janet Levaux | Editor in Chief | ThinkAdvisor

Editor-in-Chief Janet Levaux, MA/MBA, has covered the financial markets since 1991, with a focus on financial advisors since 2005. Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries industry awards program and Women in Wealth newsletter.

Paul M. Caspersen, MS, CFP®, CAP®, AEP® | Program Director, Chartered Advisor in Philanthropy® (CAP®) & Managing Director | The American College Center for Philanthropy and Social Impact

Paul Caspersen joined The American College of Financial Planning in 2025 with 27 years of experience in financial, estate, and charitable planning. Caspersen is also the founder of Planned Giving Interactive (PGI), a charitable planning software and consulting organization, and a past national board member of the National Association of Estate Planners & Councils (NAEPC). From 2012 to 2022, he served as Assistant Vice President and Senior Philanthropic Advisor at the University of Florida. Earlier, he published the book "Direction Memo: How to Write a Letter of Instructions for Your Estate Plan."

 Maeve Miccio | Vice President and Head of Philanthropic Consulting | Fidelity Investments

Since 2021, Maeve Miccio has led Fidelity Philanthropic Consulting, a division of Fidelity Investments that provides trusted strategic guidance and customized solutions in areas related to philanthropic strategy, planning and administrative support. Previously, she served as a Vice President of Donor Engagement at Silicon Valley Community Foundation, where she advised a portfolio of 100 clients on governance, grantmaking, impact investing, partner identification, and best practices in philanthropy. While at SVCF, she served as the Vice President of Corporate Responsibility, where she advised more than 100 corporate clients on their global corporate responsibility efforts. Prior to joining SVCF, Maeve was a director at Changing Our World, a philanthropic consulting firm.

Regina Watson | SVP Relational Development ALSAC, the fundraising organization for St. Jude Children's Research Hospital

Regina Watson is Senior Vice President of the Gift Planning Department at ALSAC, the fundraising and awareness organization for St. Jude Children's Research Hospital. In this role, she oversees a wide variety of efforts to cultivate, solicit and steward donors who support the mission of St. Jude through planned and major gifts as well as foundation giving.

Regina's team focuses on building relationships with some of the most generous and dedicated supporters across the country, which has led to fundraising growth through increased bequest commitments and high wealth engagement. Regina has spearheaded numerous strategic development efforts on behalf of St. Jude, and during her tenure, the Gift Planning program has experienced tremendous growth and St. Jude achieved the status of No. 1 healthcare charity in the nation.

Regina joined ALSAC in 1999, and she has served in various roles throughout her career, including leadership roles within Gift Planning and the Direct Marketing Department—where she developed ALSAC's first lead-generation campaigns for planned gifts.

Register Now

Can't attend live? Register and view the webinar on demand.