Philanthropy Impact and STEP would like to invite you to the first event in the 2018 Philanthropy Programme series:
New philanthropic trends, comprising new strategies and investment opportunities, emerge at a fast pace around the world. Professional wealth advisors are also increasingly dealing with international clients interested in making a difference globally. As an advisor, being able to offer advice and support to your clients throughout their donor journey is essential to deepening relationships and retaining clients.
At this event, we will explore international trends in philanthropy to help advisors stay on top of the latest perspectives of philanthropy across different global regions. International research on philanthropy will highlight what philanthropists are looking for when engaging with social issues across borders and how advisors can best support them.
Topics to be covered include:
• UK - the latest trends in philanthropy and social investment
• USA - perspectives on the philanthropic practices of high and ultra-high net worth donors, to better understand philanthropists' motivations, actions, and practices
• Nordic countries - a perspective on their philanthropy and what Nordic philanthropists are particularly looking for
• Middle East - changes in philanthropy, the role of Sharia and emerging trends
David Stead, Director - Philanthropy and Development, Charities Aid Foundation;
Katherine Lorenz, Chair - Board, The Philanthropy Workshop;
other speakers to be confirmed.
In the first event of the 2018 Philanthropy Programme series, an expert panel will examine the latest updates on trends in international philanthropy and highlight the significance in the advice given to international clients. This session is not only suitable for all professional advisors, but also philanthropists interested in understanding the latest trends and changes affecting international philanthropic giving.
Click here for more details on the 2018 series.
Members of Philanthropy Impact, STEP and STEP Philanthropy Advisors SIG are eligible for a discount on the attendance fee.
Member (Philanthropy Impact / STEP / STEP Philanthropy Advisors SIG) £65.00