Date: Wednesday, August 24, 2022

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: St.Jude Children’s Research Hospital

U.S. charitable giving hit a record $485 billion in 2021, up from $466 billion. However, due to the continuing pandemic, inflation and other related circumstances, needs within the philanthropic sector are increasing. Fortunately, there are a growing number of ways advisors can help investors with their philanthropic objectives.

These strategies include donations of real estate, using donor-advised funds and other measures. Advisors can help clients determine which types of approaches make the most sense and, by doing so, demonstrate their long-term value as wealth managers for those seeking to build a legacy for themselves, their families and their communities.

Join this complimentary webcast to discover the complex considerations advisors must make to best serve their philanthropic clients. You’ll learn:

• How to work with a variety of clients – including multi-generational family members – to assess their philanthropic interests and charitable-giving goals
• To develop approaches to philanthropy that are beneficial to clients’ overall wealth management objectives, and to their unique tax and related considerations
• Helpful and informative ways to explain donor-advised funds, family foundations, and other complex charitable giving strategies and trends in philanthropy
• And more!

Register Today!

Request Free!