How to Add Client Value Through Charitable Giving Advice
An introductory course for financial advisers
According to recent research, £5.5 trillion will pass between generations within the next 30 years. The primary beneficiaries of this inheritance will be the millennial generation and women of all ages.
These two groups of people view wealth differently from today’s typical investor. Women are more likely than men to prioritise charitable giving in their financial plans, and see wealth as a means to act on their wider values. Similarly, millennials have been the driving force behind socially responsible investing and increasingly support charities that take on the entrenched problems of society.
Financial advisers can better serve these groups of current and potential clients by deepening their understanding of charitable giving and how it can fit into a values-based financial management plan. This course shows you how.
Upon completing this course, you'll:
- Understand the business value of offering charitable giving advice alongside your financial services, particularly for women and millennial clients
- Be able to articulate the tax benefits of charitable giving for HNW clients
- Be able to identify the primary vehicles for charitable giving and match them to the appropriate clients
- Be able to fit charitable giving into the broader continuum of values-driven money management
- Have the tools you need to start and continue the conversation about charitable giving with your clients, building your relationship with them for the long-term
- Receive two downloadable bonus resources just for participants of this course
I’m Lauren, a native of the charitable giving sector with a passion for helping donors get the most joy out of their giving.
I’ve spent more than 15 years wearing all manner of hats in the charitable sector, both in the US and in the UK. A few years ago, I jumped to the for-profit side and got an MBA so I could better understand the business side of social change.
Today, I combine my deep understanding of the third sector with my knowledge of business principles to give donors the information they need to become empowered philanthropic givers.
I specialise in working with professional advisers who want to offer bespoke philanthropic advisory services to valuable clients with an interest in charitable giving or legacy planning.