Speaking confidently about philanthropy with your clients
09 Nov, 12:00 pm
A video recording of this event is available here.
Sixty-six per cent of wealthy individuals feel that professional advisors could and should give them philanthropy advice. Professional advisors who help clients with philanthropy advice note it can be good for their bottom line with higher client satisfaction and raised retention rates.
Research shows that high net worth clients give 17 times more to charity if their professional advisor talks to them about philanthropy, so speaking confidently to your clients about their philanthropy during your career could unlock far more funds for local charities than any amount of charity cake sales and sponsored runs you might be roped into! Join us and help us inspire the next generation of philanthropists in the North East.
With over 100 years of experience between them, our expert panellists will share top tips on when, where, how and why they speak to their clients about philanthropy and charitable giving.
Target audience: solicitors, accountants, wealth managers, IFA's
Panellists: Hugh Welch, Senior Partner, Muckle Llp; Nicholas Wilson, Divisional Director – Investment Management, Brewin Dolphin; Andrew Moorby, Managing Partner, Tait Walker; Lisa Cappleman, Principal Advisor Giving and Philanthropy, Community Foundation for Tyne & Wear and Northumberland.
Panel Chair: Sandra King, Chief Philanthropy Officer, Community Foundation Tyne & Wear and Northumberland.
To be aware: Event includes a light lunch.
Duration: 2 hours
Finish: 2 pm
Photo credit: Community Foundation Tyne & Wear and Northumberland