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"Planning With Purpose: Trends in Guiding Clients for Values-Based Giving"

Discover how values-based giving strategies can strengthen client relationships. Register today!

Date: Tuesday, June 3, 2025

Time: 1pm ET | 10am PT

Cost: Complimentary

Sponsored by: St. Jude Children's Research Hospital

Charitable giving is rapidly becoming more driven by issues and values, with 74% of family foundations now adopting an issue-based focus — up from 54% in 2015, according to the National Center for Family Philanthropy. For financial advisors, this shift presents a powerful opportunity to strengthen client relationships by aligning wealth management with what matters most to clients and their families.

This webcast will focus on how financial advisors can:

• Best work with investor clients and families to agree upon and define their broad charitable giving values and focus;
• Communicate across multiple generations;
• Develop more specific goals and/or single issues for their philanthropic endeavors;
• Structure charitable investing plans based on the above processes;
• Understand and use different charitable giving tools — like donor advised funds (DAFs), qualified charitable deductions (QCDs) and charitable remainder trusts (CRTs); and
• Keep up with trends affecting charitable investing on a regular basis, while ensuring that clients are on track to achieve their charitable investing goals.

Speakers: 

John Manganaro | Senior Reporter | ThinkAdvisor

Jeffay Chang | Senior Trust and Estate Specialist | Capital Group Private Client Services

Julia Healey | Chief Executive Officer | United Charitable

Mark Froliech | Chief Financial Officer | Vanguard Charitable

Offered Free by: ThinkAdvisor
See All Resources from: ThinkAdvisor