Date: Tuesday, June 3, 2025
·
Time: 1pm ET | 10am PT
·
Price: Complimentary
·
Sponsored by:
·
Charitable giving is quickly turning into extra pushed by points and values, with 74% of household foundations now adopting an issue-based focus — up from 54% in 2015, in keeping with the Nationwide Heart for Household Philanthropy. For monetary advisors, this shift presents a robust alternative to strengthen consumer relationships by aligning wealth administration with what issues most to shoppers and their households.
·
This webcast will concentrate on how monetary advisors can:
·
> Finest work with investor shoppers and households to agree upon and outline their broad charitable giving values and focus;
> Talk throughout a number of generations;
> Develop extra particular targets and/or single points for his or her philanthropic endeavors;
> Construction charitable investing plans primarily based on the above processes;
> Perceive and use completely different charitable giving instruments — like donor suggested funds (DAFs), certified charitable deductions (QCDs) and charitable the rest trusts (CRTs); and
> Sustain with tendencies affecting charitable investing frequently, whereas guaranteeing that shoppers are on observe to realize their charitable investing targets.
·
Featured Audio system:
·
John Manganaro | Senior Reporter | Assume Advisor
John Manganaro focuses his protection on all issues retirement, with a particular emphasis on the attitude of economic planning professionals and wealth managers. John’s work helps to light up the necessary function of economic advisor professionals and to reveal the crucial significance of the U.S. retirement financial savings system. His protection of the retirement trade has earned a number of Jesse H. Neal Awards finalist designations.
·
·
Jeffay Chang | Senior Belief and Property Specialist | Capital Group Personal Shopper Providers
Jeffay Chang is a senior belief, property & fiduciary strategist at Capital Group Personal Shopper Providers, specializing in belief, property, tax and private planning issues. Earlier than becoming a member of our agency, Jeffay spent six years as senior vp and nationwide crew lead belief advisor at Metropolis Nationwide Financial institution. He served as govt vp and belief strategist at The Goldman Sachs Belief Firm for the 12 years earlier than that and held earlier positions at UBS Monetary Providers and United States Belief Firm of New York.
·
·
Julia Healey | Chief Government Officer | United Charitable
Julia Healey is the Chief Government Officer of United Charitable, a nonprofit devoted to supporting philanthropic efforts by way of donor-advised funds and fiscally sponsored applications. With a background in finance and accounting, she earned a B.S. in Enterprise Administration, an MBA in Finance, and a Nonprofit Administration Government Certificates from Georgetown College. Although she started her profession path in finance, Julia’s path shifted after witnessing firsthand the inequities in entry to training and assets. Impressed to make a distinction, she mixed her monetary experience with a deep dedication to social influence—in the end main her into the nonprofit world.
·
·
Mark Froliech | Chief Monetary Officer | Vanguard Charitable
Mark Froliech joined Vanguard Charitable as CFO in 2019 after spending greater than ten years working with two of the Philadelphia area’s largest grantmaking organizations. Mark is expert in monetary management, holds an MBA from Temple College, and is an lively CPA. Mark is obsessed with nonprofit administration and philanthropy.
·
Register Now
Cannot attend? Register right here for an on-demand recording after the webcast.
