Please join us for a light breakfast and an inspiring conversation on Empowering Philanthropy.
In this session, Janice Margolis will address why engaging with clients about philanthropy will enhance your services and relationships with clients and why philanthropy could be beneficial.
Topics include:
• Charitable giving opportunities
• How to engage clients more deeply in conversations beyond the financial
• Having the philanthropic conversation
• Keeping the momentum to address philanthropy
• Integrating philanthropy into your work