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SUMMARY:The Philanthropy Advantage - 7 Ways Charitable Planning Can Elevate Your Practice
DESCRIPTION: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. \nKey takeaways from this discussion include: \n\nWhat happens when advisors fail to address their clients’ charitable planning needs\nThe latest research on what affluent clients are expecting from their advisors\nThe advisor advantage and the opportunity to deepen relationships and build trust\nWhy philanthropy is a future-proof avenue for adding measurable value—even as the industry adapts to seismic shifts\nAnd more!\n\nThe 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.\n  \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” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][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_video link=”https://www.youtube.com/watch?v=j3BreIk51Gk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n  \n\n \nJessica Donahue\nSenior Managing Director\nFoundation Source \nJessica 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. \nBefore 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. \nJessica 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.\n\n \nJustin Murphy\, Esq.\nSenior Managing Director\nFoundation Source \nJustin 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. \nBefore 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. \nJustin 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. \nJustin has a Juris Doctor from the Pennsylvania State University Dickinson School of Law\, and a Bachelor of Arts from West Virginia University.\n\n 
URL:https://foundationsource.com/event/the-philanthropy-advantage-7-ways-charitable-planning-can-elevate-your-practice/
CATEGORIES:Webinars
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