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UID:10000172-1788962400-1788966000@foundationsource.com
SUMMARY:The Philanthropy Advantage: 7 Ways Charitable Planning Can Elevate Your Advisory Practice
DESCRIPTION:Many financial advisors treat philanthropy as a niche topic\, reserved for year-end tax planning. This is a significant missed opportunity. For your wealth management clients\, charitable giving is a profound expression of their values\, a critical component of their financial plan\, and a vital dimension of legacy building. Failing to address this core aspect of their financial lives can create a disconnect\, leaving value on the table and potentially weakening client relationships. \nIntegrating charitable planning into your practice is no longer a luxury—it’s a strategic imperative for building trust\, deepening relationships\, and demonstrating indispensable value in an industry facing seismic shifts. How can you confidently guide these crucial conversations and transform them into a competitive advantage? \nThis webinar will provide a clear roadmap for leveraging philanthropy to not only meet but exceed client expectations\, solidifying your role as their most trusted advisor. \nYou will learn: \n\nThe potential missed opportunities when advisors fail to address their clients’ charitable planning needs.\nThe latest research on what affluent clients are looking for in a modern advisory relationship.\nHow to leverage philanthropic conversations to significantly deepen client relationships and build trust.\nWhy incorporating charitable planning is a future-proof strategy for adding measurable\, lasting value to your practice.\n\nDon’t miss this opportunity to discover how you can turn charitable planning into a powerful engine for growth and client retention. \n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]Presented By: \n[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”5780″ image_size=”full” max_width=”100%” max_width_mobile=”default” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default”][vc_column_text css=”” text_direction=”default”]Steven DuBrava\nSenior Vice President\, Business Development\nFoundation Source[/vc_column_text][vc_column_text css=”” text_direction=”default”]Steve DuBrava is Senior Vice President of Business Development at Foundation Source\, overseeing the West coast. Over the past decade he has worked closely with advisors\, the ultra-high-net-worth community\, and existing private foundations\, helping them navigate the philanthropic landscape. His approach centers on meaningful conversations—understanding a client’s charitable intent\, family dynamics\, and long-term goals in order to identify the right philanthropic vehicle for their needs.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”5779″ image_size=”full” max_width=”100%” max_width_mobile=”default” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default”][vc_column_text css=”” text_direction=”default”]John Johnson\, CAP®\nVice President\, Business Development\nFoundation Source[/vc_column_text][vc_column_text css=”” text_direction=”default”]John Johnson is Vice President at Foundation Source and a 15-year veteran of the firm\, responsible for the Western region. He works with high and ultra-high-net-worth individuals and families\, private wealth managers\, financial advisors\, attorneys\, and CPAs to identify and achieve philanthropic goals through private foundations and charitable vehicles.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”” text_direction=”default”]REGISTER NOW[/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/the-philanthropy-advantage-7-ways-charitable-planning-can-elevate-your-advisory-practice/
CATEGORIES:Webinars
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