Session Description: Americans are a generous and charitable bunch—your clients included! Yet, most advisors don’t have an effective framework for meeting client expectations around their charitable strategy. In this competitive environment, planners can’t afford to neglect this topic. In this session, we’ll explore the disconnect between advisors and their clients’ expectations around charitable giving, explore the donor journey, walk you through an interactive exercise to develop your own charitable purpose, and examine donor-advised fund trends over the last decade. You’ll be positioned to win, further deepening your relationship as your clients’ most trusted advisor.
Learning Objectives:
Upon completion, participants will understand client motivations around giving and the value of incorporating philanthropy into their planning practice.
Upon completion, participants will know how to identify clients at different stages of giving and how best to support them, especially clients wishing to be more intentional in their giving.
Upon completion, participants will understand the nuances of DAF growth over the last decade, including the benefits of DAFs for clients and the criticisms of the “giving vehicle.”
