About the webinar... 

Stanford University Presents: Best Practices in Effective Philanthropy – New Tools for Advisors

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 have the potential to make a huge difference for your clients, their families, and for deserving communities, organizations, and causes close to home and around the world. 

AIP and Stanford are here to help you help your clients. This workshop will give you an introduction to effective philanthropy and show you how you can use our new philanthropy toolkit designed for advisors, donors and their families who want to move beyond haphazard giving to smart, strategic philanthropy. We designed this resource from research with hundreds of advisors across the United States in response to the philanthropic questions, challenges, and opportunities their clients face every day. 

This toolkit is perfect for clients who have previously raised questions about their giving, or who have recently experienced a pivotal moment and for whom philanthropy may now be a higher priority—such as new empty nesters, recent retirees, or people managing greater wealth as the result of selling their business or receiving an inheritance.

This webinar is the inaugural launch of a new collaboration between Stanford PACS and AiP, so in addition to the content above, there will be opportunities for you to share what kind of future follow-up programming and trainings would be most valuable for you.

The world needs wise advisors and effective philanthropy now more than ever. We hope you will join us.

Stanford is offering a 25% discount on their new publications for all AiP members (information here), and a 50% discount for members who sign up for the webinar. Once you sign up for the webinar, you will receive a link to the 50% discount information. You must be a current AiP member to receive any discounts and sign in is required to view the information. Not an AiP member? JOIN NOW

Note: While you don’t need to have a print copy of the Toolkit to enjoy the webinar, if you’d like to have your Toolkit in hand, orders should be placed no later than July 11 (due to COVID shipping delays).

About the presenters...

		Erinn Andrews Director of Philanthropy Research and Education, Effective Philanthropy Learning Initiative at Stanford PACS Erinn Andrews is the Director of Philanthropy Research and Education at Stanford’s Center on Philanthropy and Civil Society. In this capacity, she leads the Effective Philanthropy Learning Initiative as well as drives all philanthropy education programs at Stanford PACS. As the Chief Operating Officer of Philanthropedia, and later as a Director and then Senior Director of Nonprofit Strategy at GuideStar, Erinn has long been a proponent and practitioner of effective philanthropy. She has spent several years researching and developing metrics and methodologies to evaluate nonprofit outcomes and impact. Erinn is also an alumna of Stanford University, having received an undergraduate degree in History, as well as a graduate degree from the School of Education at Stanford.
		Heather Lord Senior Fellow, Effective Philanthropy Learning Initiative at Stanford PACS Heather Lord is a Senior Fellow for the Effective Philanthropy Learning Initiative at Stanford’s Center on Philanthropy and Civil Society. She focuses on bringing Stanford’s philanthropic research to donors, advisors, and family offices. Over the past 20 years she has helped foundations, families, startups and corporations implement social impact initiatives, overseeing multimillion-dollar social investment portfolios. She was a lead researcher for Faith Popcorn’s BrainReserve, co-founded V&H Social Impact, and launched new initiatives for the Rockefeller Foundation and the Whitney family’s Greentree Foundation. She has served on various corporate and philanthropic boards, including the Global Philanthropy Committee of the Council on Foundations. She was educated at the University of Chicago, Reed College, and holds a Master of Public Policy from Princeton University’s Woodrow Wilson School of Public and International Affairs.

About Effective Philanthropy Learning Initiative (EPLI) at Stanford Center on Philanthropy & Civil Society 

EPLI at Stanford Center on Philanthropy & Civil Society seeks to understand the challenges which high-capacity donors face in giving effectively, and designs resources and educational programs to encourage more intentional, outcome-focused giving. We also develop research and learning opportunities about effective philanthropy for the ecosystem of advisors working with high-capacity individuals and their families. We are thrilled to have the opportunity to present our hot-off-the-presses new Stanford PACS Philanthropy Toolkit designed by advisors for advisors to help your members understand the basics of effective philanthropy and how they can use this new tool to help them deliver value to their clients. We are honored to join forces with AIP and deliver some of our latest and greatest research and action-oriented tools into your members’ hands.