While nearly 90% of affluent households participate in charitable giving, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. In this session you will learn about:
- The key features and benefits of the most popular and flexible charitable giving vehicles.
- Insights from a leading wealth manager on how these vehicles are used most effectively to help wealthy families with tax and charitable planning.
- Which tax advantages are available to your clients before the end of the year.
- How to use philanthropy as a foothold to expand your high-net-worth and ultra-high-net-worth relationships.
Darren L. Henderson
Partner @Corient Capital Partners
With 21 years of investment experience, Darren Henderson began his career on Wall Street as a Financial Analyst at Goldman, Sachs & Co. in the Private Wealth Management Division. After graduate school, he returned to Goldman Sachs advising some of the wealthiest and most influential families in the country on all aspects of their investments and financial lives. Prior to founding Corient, Darren advised private clients as a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch. Darren is actively involved in a variety of community activities and is a member of Gen Next, a global network of business and civic leaders tackling some of the greatest generational challenges of our time, including business, global defense and terrorism, and education. Darren earned his B.A. in English from Brigham Young University and an M.B.A in Finance from The Wharton School at the University of Pennsylvania.
Senior Managing Director, West Region @Foundation Source
Josh Stamer serves as Foundation Source’s Senior Managing Director for the West Region, working with wealth managers, financial advisors, attorneys, and donors who either have or are interested in establishing a private foundation. Josh is passionate about helping successful individuals, families and organizations develop their passion for philanthropy. Josh is especially interested in entrepreneurial philanthropy and thinking outside the box to achieve results. He has extensive experience in both financial and client services. Prior to Foundation Source, Josh was the Western Regional Sales Director with Workiva, where he successfully on-boarded and developed client partnerships with some of the nation’s largest banks, insurance companies, and mutual and hedge fund organizations. He graduated Magna Cum Laude from California State University, Long Beach, and from the University of Wollon-gong in New South Wales, Australia.