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Build on Your Clients’ Passions: A Value-Driven Strategy for Charitable Giving

Session Speakers
Session Description

Why attend:
Gain new insight into implementing charitable giving strategies for your clients and find out how a new philanthropy toolkit can help.

Session details:
Charitable planning is a popular value-added service that advisors provide to high-net-worth clients, who are increasingly requesting guidance on philanthropic planning as part of their wealth management strategies. Learn about a philanthropy toolkit designed by Stanford University in partnership with Schwab Charitable that gives advisors and their high-net-worth clients a structure for philanthropic conversations. Discover:

  • How to expand your relationships with high-net-worth clients through charitable planning
  • Tactics for offering strategic guidance on charitable giving
  • Ideas for extending the conversation beyond tax-driven topics into the value-driven aspects of charitable planning

Additional Information
CIMA-1.5 hrs
Education Session
1h 15m
Session Schedule