About the Effective Philanthropy for Advisors Workshop
Brought to you by Advisors in Philanthropy and Stanford’s Effective Philanthropy Learning Initiative

Presented over two live webinars, these workshops are 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 at foundations, etc.)
• Allow you to learn by doing, giving you a chance to develop your own Effective Philanthropy Plan
• And earn CE (including CFP) 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. These 2-part workshops 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 invited to periodic free virtual “reunions” featuring conversations and programming on issues advisors want to discuss.

UPCOMING EVENTS 

Join us for the “Effective Philanthropy for Advisors” workshop!

Our interactive, live training webinars will teach you how to use the Stanford PACS Effective Philanthropy tools, frameworks, and research with your clients, and in your own philanthropy.

The workshops are 5 hours total class time, split over 2 days. (CFP, CAP, and General CE credits available)

Sign up for a workshop today! 

• Thursday, September 25 and Friday, September 26, 2025 - REGISTER  

Effective Philanthropy Advisors Alumni Reunion!

All graduates of an Effective Philanthropy for Advisors workshop get invited to our annual workshop alumni reunions. Reunions are a great chance to network, hear the latest from AIP and Stanford, and learn from your peers on how they engage clients on philanthropy. Stay tuned – we will send out the announcement to you via email once dates are selected.

Free, 1-hour "Intro to Effective Philanthropy"

  Check back soon!

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