Helping Clients Develop a Giving Strategy

11:30 AM - 12:30 PM

This session will provide an overview of, the Philanthropy Roadmap. This roadmap is for individuals, couples, families, or groups; it offers an overview of issues to consider as donors develop their giving strategies. This session will also provide an introduction to basic philanthropic principles.

Learning Objectives:

  • Gain an understanding of basic philanthropic principles
  • Learn important questions to ask clients interested in beginning their philanthropic journeys
  • Learn about the different giving vehicles