Why Ask Why: Adding Value and Values to Your Client Relationships

MACGPencourages dialogue among donors, professional advisors, and charity representatives. In addition to monthly programs, we also sponsor the Annual Building Blocks Planned Giving Conference, designed to present information useful to those wanting to know more about planned giving. The Council also sponsors virtual seminars and other programs for fundraising and allied professionals with related organizations throughout the area.

Mid-America Charitable Gift Planners

Learn techniques & best practices for leveraging 
philanthropic conversations to make a lasting impact on practices, clients and community.

This program is designed to:<ul><li>Introduce advisors to some fresh perspectives around the values-based financial planning concepts of wealth, philanthropy, and legacy.</li><li>Help wealth advisors explore how to proactively build and sustain long term, multi-generational relationships with their clients by including philanthropy as a unique, compelling, and differentiating facet of their branding.</li><li>Offer a framework and actionable approach that leads to deeper, broader, and more enduring client relationships.</li></ul>Agenda:7:45 – 7:55 am Login 7:55 - 8:00 am Welcome and Introductions 8:00 – 9:00 am Program Our Presenter:Jay Weisman is a Chartered Advisor in Philanthropy® (CAP®) and the founder of Legacy Philanthropy Group. The Legacy Philanthropy Group provides innovative, hands-on philanthropic programs and workshops designed to build bridges between the nonprofits that provide the programs, expertise and infrastructure to make an impact in our communities, and the individuals and organizations that support the missions of these nonprofits with their time, talents, and money.He is currently an Executive Board Committee Member and Philanthropy Committee Chairman with the American Red Cross, New Jersey Region. He also serves on the national board of the International Association of Advisors in Philanthropy and is a member of the Association of Nonprofit Specialists.This will be a ZOOM presentation. ZOOM sign-on information will follow to those registered closer to the event.

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Why Ask Why: Adding Value and Values to Your Client Relationships

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Why Ask Why: Adding Value and Values to Your Client Relationships

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