Join DonorsTrust in How Philanthropy Can Strengthen Your Client Relationships - a lunch program during FreedomFest 2023 on Friday, July 14 from 12-1pm.

Some advisors fear raising the topic of charitable giving because it is not within their area of expertise, and they don’t want to enter unfamiliar territory, risking having to refer a client elsewhere for advice. When done correctly, many clients report that their feelings about philanthropy were nurtured and developed by their financial, legal, and accounting advisors. Whereas when the topic was not presented as effectively, some clients reported feeling they were being sold a financial product.

During our time together, we’ll explore how to approach the topic of philanthropy to deepen relationships and how to best navigate specific questions, so these conversations become a win for everyone involved.

This special session is for financial advisors, wealth managers, estate planning attorneys, philanthropic consultants, and other professional advisors. Pre-register below to let us know you're coming.