Philanthropic Planning: How To Optimize Your Offering And Drive Growth

Research shows that more than 80% of your high-net-worth clients are likely to be charitably inclined and looking for philanthropic guidance. How do you optimize your offering to deepen client relationships and achieve better outcomes?

In this session, you will learn:

• Current trends among charitably inclined clients
• How to integrate philanthropy into a donor’s wealth management strategy
• If a private foundation, donor-advised fund, or a combination of both is the right fit for your clients
• Tax efficient strategies and case studies to share with your clients
• Tools and resources to support philanthropic conversations

CE Pending.

Elizabeth Wong
National Director of Philanthropic Advisory Services
Foundation Source

Elizabeth Wong is a highly sought-after expert in the philanthropic sector. As a gifted leader, relationship manager, executive coach and philanthropic consultant, Elizabeth has advised Ultra High Net Worth (UHNW) clients and large corporations in several key areas, including high-impact philanthropy, family foundation governance, succession planning, and leadership/program development. She specializes in strategic planning, leadership transitions, organizational development for corporations, nonprofits and foundations, and business development and client retention. Passionate about philanthropy and the power of the social sector, Elizabeth sits on the advisory board of the Bill & Melinda Gates Foundation Alumni Network. She grew up in San Francisco, CA, and lives with her family in Seattle, WA.

Julia Reed
National Director Charitable Consulting
Schwab Charitable^TM

Julia leads the Charitable Consulting team at Schwab Charitable, serving advisors, family offices, and donors nationwide with charitable planning consultation and resources designed to help wealth management professionals and their clients maximize impact. Julia has experience with many aspects of effective philanthropy, including complex assets, legacy planning, and social impact strategy. She has spent more than 20 years in the financial services industry, working in two security exchanges, in private wealth management, and in planned gifts. She holds a BA in Business Administration from John F. Kennedy University and serves on the board of Community Housing Partnership, DBA HomeRise in San Francisco where she lives with her family.