This session focuses on the value of having proactive conversations with clients about their values, the purpose of their wealth, what they hope to achieve and including discussions about philanthropic and legacy giving.
There are multiple benefits for not only the beneficiaries, but also your clients and indeed you and your firm, to build lasting relationships with your clients, discussing matters of inspiration or passion.
Legacy Giving has evolved, become more sophisticated and provides attractive opportunities for HNW Individuals to give effectively and efficiently.
There are emerging structures and considerations to consider when having these discussions and when implementing clients philanthropic goals.
Learning Objectives:
Sianne Haldane
Founder • Boon Impact
Sianne Haldane is Founder of Boon Impact Limited, a specialist Impact consultancy working with organisations and individuals to help them with their strategies in sustainability and understanding and scaling positive social and environmental impact.
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