Join us for an interactive workshop with Stanford University on their latest tools designed specifically for advisors and clients interested in inspired, strategic philanthropy.
This two-part live webinar is a unique collaboration between Stanford University’s Effective Philanthropy Learning Initiative (EPLI) and International Association of Advisors In Philanthropy (AiP) that will:
- Show you how to leverage Stanford’s effective philanthropy method and use the Stanford Philanthropy Toolkit to build stronger relationships with your clients and their families
- Feature highlights from Stanford’s latest research on high-capacity donor behavior and decision-making
- Expand your professional network to a range of other advisors (financial planners, tax and estate attorneys, donor relations officers at foundations, etc.)
- Allow you to learn by doing, giving you a chance to develop your own Effective Philanthropy Plan
- And earn CFP CE credits while you’re at it!
You already know the value of philanthropic planning when it comes to helping your clients live a meaningful life and shape their legacy. As a trusted advisor, you can make a huge difference for your clients, their families, and for deserving communities, organizations, and causes close to home and around the world. The Effective Philanthropy team at the Stanford Center on Philanthropy & Civil Society has spoken with hundreds of advisors and their clients, identifying challenges, expectations, and opportunities for better philanthropic engagement. This 2-part workshop will introduce you to the core principles of effective philanthropy and demonstrate how it can be used within a clear, practical planning framework with your clients.
Topics include: engaging others, involving family members in a philanthropic giving conversation, finding and vetting organizations, and making and tracking gifts. You will also have ample time for Q&A to address the challenges and opportunities you face in your work. Workshop alumni are also invited to periodic free virtual “reunions” featuring conversations and programming on issues advisors want to discuss.
In addition:
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Upon successful completion of both sessions, you will receive CE Credit and a Statement of Accomplishment from Stanford’s Effective Philanthropy Learning Initiative.
- You will get a free year of AiP membership – $300 value (if you are not currently a member).
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You will be introduced to a growing network of professional resources.
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Your participation will support the education programs at AIP and continued research at Stanford University’s lab dedicated entirely to supporting philanthropic best practices among high-capacity donors, their families, and their ecosystem of advisors.
