In a 2013 U.S. Trust study, nearly 90% of high net worth individuals said that giving back is an essential part of their lives, but only 55% say they have had conversations about philanthropy with their advisors. This interactive discussion will focus on how to introduce and guide the philanthropic conversation with clients so that they can be strategic in their giving and you can provide a more holistic wealth management solution. It will include case studies and best practices on how to uncover your clients’ passions and help align them with their giving and also focus on involving future generations in philanthropy.
Linda Sweeney, Director of Philanthropic Planning, Marin Community Foundation
Linda joined MCF in 2010 as a key member of the philanthropic planning team. In her role she works with high net worth individuals and families to help them achieve their philanthropic goals. She has an extensive knowledge of giving vehicles, taxation law, and grant making strategies, in both a local and global context. She also manages Philanthropy Inc., MCF’s customized philanthropy service for advisory firms.
Prior to MCF, Linda had an extensive career in executive recruiting in the wealth management and private banking industries, where she was top producer in her region for 7 consecutive years. Previous to that she worked in international banking. She is a chartered advisor in philanthropy.
*The above presentation has been approved by the CFP Board for 1.0 hour of CE credit.