Virtual Morning Meeting: Amplify Your High Net Worth Practice with Philanthropic Planning

Date: Tuesday, April 26, 2022
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Dana Holt, JD, RICP, AEPĀ®, CAPĀ®

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Most high net worth clients say their advisors aren’t good at philanthropic planning. They also have vastly different expectations than their advisors about how philanthropic planning should happen. 

High net worth clients also say knowing that an advisor has personal philanthropic experience and knowledge would factor into which advisor they choose and it would enhance the credibility of advice provided. 

Advisors who have embraced philanthropic planning have experienced great success and growth in their practices, including deeper client relationships, more high-quality referrals, and a link to the next generation.

Philanthropic planning is just like any other skill – it can be developed. With the right practice and instruction, it can be successfully incorporated into any practice and bring great success! 

Learning Objectives
By attending this session advisors will learn: 

  • Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning. 
  • Understand how to grow a professional practice with philanthropic planning.
  • Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities. 
  • Understand important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives. 

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am

Anticipated CE: 1 CFP®1 MN Insurance & 1 CLE Credit

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