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The Philanthropy Advantage – 7 Ways Charitable Planning Can Elevate Your Practice

September 25 @ 1:00 pm - 2:00 pm EDT

Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values through charitable giving — a meaningful part of financial planning and a vital dimension of wealth transfer and legacy building. Join our experts who will share seven key ways philanthropy services can elevate your advisory practice.

Key takeaways from this discussion include:

  • What happens when advisors fail to address their clients’ charitable planning needs
  • The latest research on what affluent clients are expecting from their advisors
  • The advisor advantage and the opportunity to deepen relationships and build trust
  • Why philanthropy is a future-proof avenue for adding measurable value—even as the industry adapts to seismic shifts
  • And more!

The Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. It has also been approved for 1 CFP CE credit.
 

REGISTER NOW

 

Jessica Donahue

Jessica Donahue

Senior Managing Director
Foundation Source

Jessica Donahue is Senior Managing Director for the Northeast Region at Foundation Source, the nation’s largest provider of comprehensive services for private foundations. Jessica is responsible for working with high-net-worth philanthropists and the wealth managers, family offices, accounting professionals, attorneys and tax advisors that support them. Prior to this role, she was responsible for the company’s institutional sales initiatives, strategic alliances and business development.

Before joining Foundation Source, Jessica was a financial advisor with Wells Fargo Advisors in Westport, CT. Earlier in her career, she was a Director at Barclays Bank in its investment banking group in New York City.

Jessica has a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia Business School. Jessica lives with her family in Westport CT where she in an active alumnus of Georgetown.

Justin Murphy

Justin Murphy, Esq.

Senior Managing Director
Foundation Source

Justin Murphy serves as Senior Managing Director, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has a strong background in professional services and business development.

Before joining Foundation Source, Justin was a consultant with LexisNexis, a global provider of workflow solutions for the professional services sector, partnering with AmLaw 200 firms and corporate clients. Prior to that, Justin was a consultant with Thomson Reuters West, an international publisher of industry intelligence for businesses and professionals.

Justin also practiced as an attorney in the state of Pennsylvania at the Harrisburg, PA firm Marshall Dennehey; the Philadelphia, PA firm Swartz Campbell; and the Public Defender’s Office of Lancaster County. He also served as counsel for the Supreme Court of Pennsylvania.

Justin has a Juris Doctor from the Pennsylvania State University Dickinson School of Law, and a Bachelor of Arts from West Virginia University.

Details

Date:
September 25
Time:
1:00 pm - 2:00 pm EDT
Event Category:

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