Future of Donating: Strategies for Philanthropic Investors

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!



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