The Philanthropy Talk: How Do I Do It, and Why Should I Do It?
The Essex County Estate Planning Council is pleased to partner with Essex County Community Foundation, the Merrimack Valley Estate Planning Council and The Philanthropic Initiative for an evening of networking and learning focused on key findings from the 2018 study, The Philanthropic Conversation: Understanding Advisor Approaches & Client Expectations, conducted by The Philanthropic Initiative in partnership with U.S. Trust.
Together, we will discuss the report that...
- Explores advisors' approaches to philanthropic conversations with their high net worth clients
- Examines high net worth individuals' perceptions of these discussions
- Shows trends since this research was last conducted in 2013
The study and its findings will provide discussion content for a panel of professional advisors and a Q&A session. A light dinner will be provided, along with a cash bar.