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Advocis National Presents Strategies for Advisors to Assist Clients with Philanthropy

Submitted by Victoria on September 21, 2020 - 12:14pm

Advocis National Presents:
Strategies for Advisors to Assist Clients with Philanthropy

Join us on Thursday, September 24, 2020, at 11:00 A.M (EDT) for a 30-minute webinar featuring Evelyn Jacks, President and CEO of Knowledge Bureau and Brad Offman, CEO at Spire Philanthropy, we will be reviewing: 

  • Why talking about philanthropy with clients is good for an advisor’s business
  • Conversation starters and strategies that advisors can use to assist their clients with philanthropy
  • The difference between charities, not-for-profits, public and private foundations and donor advised funds
  • The MFA-P designation program

This webinar series is exclusive to Advocis members only and has been approved by The Institute for 0.5 CE credits. Register today to reserve your spot!

Source URL: https://gpfs.ca/bulletins/advocis/2020-09-21/advocis-national-presents-strategies-advisors-assist-clients-philanthropy