Episode 25: Talking to clients about philanthropy
IMAP Podcast Series - Independent Thought
Chapters
0:00
How do ancillary fund structures help?
3:38
Do advisors find it difficult to raise Philanthropy with their clients, and what can they do differently?
5:57
Is Philanthropy just for HNW clients?
9:22
What advisors can do differently?
11:12
Suggestions for starting the conversation
12:52
How ancillary fund structures can help
17:56
Getting started
19:59
The types of client tending to want to get involved in philanthropy
21:30
Tax benefits and life changes as drivers
23:15
The benefits for advisers and clients of using the Elston Giving Foundation as a cost effective, well run public ancillary fund
24:15
The obligation to distribute a percentage of assets annually
IMAP Podcast Series - Independent Thought
Episode 25: Talking to clients about philanthropy
Oct 18, 2023
Episode 25
IMAP
Susan Chenoweth, PMESA - Head of Philanthropic Services and Lynda McKie CFP Senior Private Weath advisor from Elston (one of Australia's largest privately owned and operated financial services companies) talk about the reasons for Philanthropy increasingly being a topic of interest to clients :
- the reasons for the growing demand for assistance with Philanthropy
- identifying clients with interest in this area
- how and when to discuss Philanthropy with clients
- options to present
Moderated by David McDonald, CFA of IMAP
