Incorporating Charitable Planning in Your Business. 98% of HNW investors contribute to charities annually but only 14% of advisors have charitable planning conversations with their clients. Did you know that virtually all high-net worth clients give to charity annually, and the majority is looking to you to help them be more strategic? Discover how to incorporate charitable planning as a part of a holistic wealth management offering to deepen client engagement and build new relationships while meeting the growing demand for strategic philanthropic solutions.
- Philanthropic tax strategies
- Common giving strategies and vehicles
- Having the charitable conversation with clients
- Charitable planning best practices
- See case studies applied using eMoney technology
Featured Speakers:
Krystal Kiley, VP, Practice Management, Fidelity Charitable®
Christopher Hershey, Sr. Financial Planning Analyst, eMoney
Josh Daly, VP, Charitable planning consultant, Fidelity Charitable®
Location: Putnam Investments, One Post Office Square, 2nd Exchange, Boston MA 02109