Effective Philanthropy for Advisors Workshop - September 2022

Brought to you by Advisors in Philanthropy and Stanford’s Effective Philanthropy Learning Initiative

Join us for an interactive workshop with Stanford University on their latest tools designed specifically for advisors and clients interested in inspired, strategic philanthropy.

Workshop fee information:

*Members must sign in to access member pricing. 
**If you sign up with a friend or colleague, or if your organization plans to enroll 2 or more people, each participant will receive $100 off the full price. Email admin@advisorsinphilanthropy.org to access this special  discount.
Special note: Maximum discount available to any participant utilizing a discount is $100 off per person (i.e. existing AiP members cannot use their AiP member discount and get an additional discount).

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 new 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:

• 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).
  

• You will be introduced to a growing network of professional resources.
  

• 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.

  
  

Workshop Structure:

Session 1: Thursday, September 22, 2022 and Session 2: Friday, September 23, 2022 (12:00-2:30pm ET / 9:00-11:30am PT)

These live and interactive sessions will cover various modules within the Toolkit. This is a great chance to experience the Effective Philanthropy method and the Toolkit before using them with your clients. Session 1 will cover how to effectively use peer and expert networks, and engage family members in a philanthropic giving conversation. Session 2 will address finding and vetting organizations, making and tracking gifts, and philanthropic budgeting.

You have the power to shape the future of effective philanthropy. We look forward to learning from you, learning with you, and helping you deliver best practices and outstanding services for your clients.

View FAQs here. Additional question? Email admin@advisorsinphilanthropy.org.