Meeting/Seminar

Models of Giving - 18 September 2018

Hosted by
STEP Philanthropy Advisors Special Interest Group
Event type
Meeting/Seminar
Venue
Bircham Dyson Bell LLP
Address
50 Broadway
London
SW1H 0BL
Country
United Kingdom
Date
18 September 2018
Time
16.00 Arrival and registration; 16.30-18.00 Presentations and Discussion; 18.00-19.30 Networking reception; 19.30 Close
Description

The Philanthropy Programme 2018 - Event 3/4


In the third event of the 2018 Philanthropy Programme series, we will explore different models of giving available for clients interested in getting involved with philanthropy. The panel will address both traditional and innovative vehicles available, such as using a donor advised fund or social investment. This session is valuable for advisors looking to increase their knowledge of philanthropic opportunities and to prepare for philanthropic conversations with clients.

Speakers include:

  • Emma Beeston, Philanthropy Advisor, Emma Beeston Consultancy
  • Jonathan Brinsden, Partner, Bircham Dyson Bell
  • Anthony Donatelli, Director-Philanthropy Services UK, UBS
  • Nick Temple, Chief Executive, Social Investment Business
  • Myriam van der Elst, Vice President Europe, Epic Foundation

Topics to be covered:

  • Traditional and innovative models of giving: to include donor-advised funds, giving through networks, transactional giving and social investment
  • Pertinent detail on the different philanthropic options available and the language to convey to clients
  • How to best serve a client; identifying their philanthropic needs and preferred approach, foreseeing and addressing their concerns, selecting the appropriate model of giving

Produced by: Philanthropy Impact  STEP Philanthropy Advisors SIG   

www.philanthropy-impact.org/the-philanthropy-programme

www.step.org/the-philanthropy-programme

CPD
1.5
Cost:
Philanthropy Advisors SIG Member - £65
Philanthropy Impact Member - £65
STEP Member - £65
Non-member - £80
Contact
Philanthropy Programme Administration Team
Contact phone
+44 (0)20 3752 3734 / 35
Contact email
philanthropy-programme@step.org
Details
PDF icon Event Flyer
Register Add to Calendar events/models-giving-18-september-2018 18/09/2018 16.00 18/09/2018 Arriv Bircham Dyson Bell LLP, 50 Broadway, London, SW1H 0BL STEP Philanthropy Advisors Special Interest Group Models of Giving - 18 September 2018 The Philanthropy Programme 2018 - Event 3/4 In the third event of the 2018 Philanthropy Programme series, we will explore different models of giving available for clients interested in getting involved with philanthropy. The panel will address both traditional and innovative vehicles available, such as using a donor advised fund or social investment. This session is valuable for advisors looking to increase their knowledge of philanthropic opportunities and to prepare for philanthropic conversations with clients. Hosted by: STEP Philanthropy Advisors Special Interest Group. Contact: Philanthropy Programme Administration Team. Contact phone: +44 (0)20 3752 3734 / 35. Contact email: philanthropy-programme@step.org