Core Components of a Professional Philanthropy Advisory Practice - 13 May 2020

Host group
Host Left
Hosted by
Philanthropy Advisors SIG
Event Type
Meeting/Seminar
Date
-

Timings:

  • 08.00 Los Angeles, Vancouver
  • 11:00 Toronto, New York
  • 15:00 GMT/UTC
  • 16.00 London
  • 17.00 Paris, Berlin
  • *Convert other timezones

Duration:

1:00:00

Event Focus

Reinforcing your role as a trusted advisor - becoming the first call for advice

The current situation means that we are living in a radically altered environment. Investing and the role that philanthropy plays has taken on a new dimension for many impact investors. Rather than being seen as an afterthought, philanthropy is increasingly becoming a core part of an investment strategy, and an essential catalyst for systemic and sustainable change - the ultimate goal of any socially minded investor.

Professional advisors can play an essential role helping to guide and facilitate philanthropic giving to achieve greater levels of client satisfaction.

What types of advice clients are looking for, based on the current philanthropy climate and trends? Are advisors prepared to respond to emerging clients’ needs?

We will explore what questions clients are increasingly asking their advisors.

Why Attend?

Clients seeking help from their advisors with their philanthropic activities has doubled in the past few years. What has not changed is the 6 out of 10 rating advisors’ clients give them for the support on their donor journey. Join us to learn what it takes to be rated 10 out of 10.

During the discussion, we will highlight the perspectives of both advisors and clients, and panelists will examine how advisors can prepare (in addition to their normal activities and general services) to support their clients:

  • By identifying the need to provide this support to clients – the commercial opportunity
  • By exploring how to raise the subject of philanthropy and frame the conversation for the client
  • In having meaningful discussions with their clients on matters related to their philanthropic and social impact investment journey

Speakers

  • George King IV, Partner, MASECO Private Wealth
  • Jo Bateson TEP, Partner, KPMG
  • Cath Dovey, Co-founder, Beacon Collaborative
  • Alana Petraske, Partner, Withers Worldwide LLP

Description

A live webinar accessible by web (both for audio and visuals) from your computer, tablet or smartphone. Throughout discussion and in a designated session towards the end, attendees will have the opportunity to ask live questions of the speakers.

Joining Instructions

To join the webinar at the designated time, prior registration is required.

Following registration, registrants will receive an email containing instructions for joining the webinar.

Order Details

If you were unable to attend this web-event and wish to purchase a recording please email orders@step.org (cc: philanthropy-programme@step.org) quoting:

Webinar title: 
Event date:
Email address where you wish invoice and recording link to be sent:

Price £15+VAT

Produced By

Cost group
Event Cost
Pound Sterling
30.00
Philanthropy Advisors SIG Member
Pound Sterling
30.00
Philanthropy Impact Member
Pound Sterling
30.00
STEP Member
Pound Sterling
40.00
Non-member
Schedule
1 hour
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1
Contact
Philanthropy Programme Administration Team
philanthropy-programme@step.org
Add to Calendar 2020-05-13 09:00:00 2020-05-13 23:59:00 Core Components of a Professional Philanthropy Advisory Practice - 13 May 2020 Timings: 08.00 Los Angeles, Vancouver 11:00 Toronto, New York 15:00 GMT/UTC 16.00 London 17.00 Paris, Berlin *Convert other timezones Duration: 1:00:00 Event Focus Reinforcing your role as a trusted advisor - becoming the first call for advice The current situation means that we are living in a radically altered environment. Investing and the role that philanthropy plays has taken on a new dimension for many impact investors. Rather than being seen as an afterthought, philanthropy is increasingly becoming a core part of an investment strategy, and an essential catalyst for systemic and sustainable change - the ultimate goal of any socially minded investor. Professional advisors can play an essential role helping to guide and facilitate philanthropic giving to achieve greater levels of client satisfaction. What types of advice clients are looking for, based on the current philanthropy climate and trends? Are advisors prepared to respond to emerging clients’ needs? We will explore what questions clients are increasingly asking their advisors. Why Attend? Clients seeking help from their advisors with their philanthropic activities has doubled in the past few years. What has not changed is the 6 out of 10 rating advisors’ clients give them for the support on their donor journey. Join us to learn what it takes to be rated 10 out of 10. During the discussion, we will highlight the perspectives of both advisors and clients, and panelists will examine how advisors can prepare (in addition to their normal activities and general services) to support their clients: By identifying the need to provide this support to clients – the commercial opportunity By exploring how to raise the subject of philanthropy and frame the conversation for the client In having meaningful discussions with their clients on matters related to their philanthropic and social impact investment journey Speakers George King IV, Partner, MASECO Private Wealth Jo Bateson TEP, Partner, KPMG Cath Dovey, Co-founder, Beacon Collaborative Alana Petraske, Partner, Withers Worldwide LLP Description A live webinar accessible by web (both for audio and visuals) from your computer, tablet or smartphone. Throughout discussion and in a designated session towards the end, attendees will have the opportunity to ask live questions of the speakers. Joining Instructions To join the webinar at the designated time, prior registration is required. Following registration, registrants will receive an email containing instructions for joining the webinar. Order Details If you were unable to attend this web-event and wish to purchase a recording please email orders@step.org (cc: philanthropy-programme@step.org) quoting: Webinar title:  Event date: Email address where you wish invoice and recording link to be sent: Price £15+VAT Produced By www.philanthropy-impact.org/the-philanthropy-programme www.step.org/the-philanthropy-programme Philanthropy Advisors SIG Philanthropy Advisors SIG Europe/London public