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How Advisors Can Increase Charitable Impact
April 22 @ 3:25 pm - 4:15 pm EDT
It’s widely known that wealthy individuals care about philanthropy and it can be effective tool to help them clarify their values, effect change in the world and build a legacy. Join this session to learn how advisors can bring the discipline and spirit of giving into their practices as our panelists discuss:
- A range of philanthropic services to help clients drive impact
- Learnings and best practices from advisors
- Ways to undertake your own charitable activities
- How the Invest in Others foundation brings philanthropy and volunteerism into the finance industry
Moderator: Hannah Shaw Grove – CMO, Foundation Source
Speakers:
Laura T. Godine, JD, AEP®, CAP® – Partner, Wealth Strategist & Regional Director of Wealth Planning
Cori Oliver – Director, Charitable Consulting, DAFgiving360™
Clara Sierra – Senior Director, Global Sales, Moody’s, Executive Board Member, Invest In Others Charitable Foundation
