The charitable giving conversation between advisors and clients has been taking place more frequently and in greater depth in recent years, experts say.
On the one hand, advisors understand that many clients — especially during recent crises — have wanted to give back since there is so much need. At the same time, many clients with wealth gains have felt fortunate to be in a financial position to support causes and charities both domestically and abroad.
For advisors, this shift presents a powerful opportunity to strengthen client relationships by aligning wealth management with what matters most to clients and their families. Advisors have also seen how this discussion has enabled them to bring in and retain clients — and subsequently manage more assets.
On June 3, ThinkAdvisor will host a live webcast to dissect these trends, as well as the mechanics of charitable giving through donor-advised funds and family foundations. We’ll also talk taxes, charitable giving trusts, estate planning and other topics that fit under the “legacy planning” umbrella.
Joining John Manganaro, a ThinkAdvisor senior reporter, will be Jeffay Chang, a senior trust and estate specialist with Capital Group Private Client Services; Julia Healey, CEO of United Charitable; and Mark Froliech, chief financial officer of Vanguard Charitable. Attendees can ensure that they are keeping up with the latest trends affecting charitable giving while learning new strategies for helping clients achieve their philanthropic aspirations.
Registration is now open. For those who can’t attend, consider registering anyway for access to an on-demand recording after the webcast.
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