In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours.
We:
Discovered why advisors believe it’s important to bring up the topic of charitable giving
Learned which stage you should bring up charitable giving and how you should do it
Learned what resonates the most with clients about charitable giving
Brought to light how the topic of giving has changed over the years and how advisors modify their approach
Panelists:
Karin Sloan DeLaney, Esq., Sloan DeLaney, P.C., Estate Planning Attorney
Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, Grace B. Ghezzi Consulting, LLC, Financial Planner
Madelyn Hornstein, CPA, CEO, Dermody, Burke & Brown, CPAs, LLC, Tax Accountant
