Charitable Giving – Exclusive Webinar

We are excited to invite you to an exclusive webinar from Foundation Source and SEI focused on the unique challenges and opportunities associated with charitable giving for ultra-high-net-worth (UHNW) families.

Summary
Join a conversation brought to you by SEI, in partnership with Foundation Source, where our panel of experts will discuss how to develop a philanthropic strategy that not only benefits your chosen causes but also helps align your family’s values and long-term goals.

Topics to be covered include:

Defining and achieving your family’s philanthropic vision
Building a governance structure that draws your family together
Maximizing the impact of your giving through strategic grantmaking

This webinar is designed for families who are committed to making a meaningful difference and want to ensure their giving is both impactful and sustainable.

Speakers:

Kelley Wolfington
Senior Wealth Strategist, SEI Private Wealth Management

For more than 20 years, Kelley has provided estate, philanthropy, tax, and succession planning advice to ultra-high-net-worth and high-net-worth clients.

Robyn Calisti Hullihan
Senior Philanthropic Director, Foundation Source

With 30 years of experience in the charitable giving sector, Robyn helps clients accomplish their philanthropic goals through a variety of methods, including research, strategic planning, grantmaking and evaluations, governance, and family engagement.