How Advisors Can Increase Charitable Impact

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

 
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