What You'll Learn
Charitable giving is about much more than tax deductions and financial transactions. For many clients, philanthropy represents an opportunity to express deeply held values, support meaningful causes, engage family members, and create a lasting legacy. Yet financial advisors often face an…
Tom Dickson
Financial Experts Network
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Charitable giving is about much more than tax deductions and financial transactions. For many clients, philanthropy represents an opportunity to express deeply held values, support meaningful causes, engage family members, and create a lasting legacy. Yet financial advisors often face an important challenge: how to move beyond the numbers and help clients translate their personal passions into thoughtful, effective charitable giving strategies.
Join Scott Coulter, CFP®, Senior Vice President and Chief Wealth Planning Officer at Ledyard, and Richard “Rick” Peck, CFP®, CAP®, ChFC®, independent philanthropy advisor and founder of The Philanthropy Guy®, as they explore a practical, three-stage approach to values-driven philanthropy—connecting strategic visioning, tactical giving, and multigenerational family engagement.
Drawing on philanthropic research, current giving trends, and real-world client examples, Scott and Rick will demonstrate how advisors can strengthen client relationships while helping individuals and families make a greater charitable impact.
In this session, you’ll learn:
Why charitable planning is an increasingly important component of comprehensive wealth management—and how it can strengthen client relationships.
How to uncover clients' personal values, charitable passions, and long-term philanthropic goals through meaningful conversations.
How to evaluate charitable giving strategies, including donor-advised funds, charitable trusts, planned gifts, and contributions of appreciated securities and other non-cash assets.
How to engage multiple generations in charitable decision-making while helping families establish a lasting philanthropic legacy.