Episode 1: Why and How to Start a Legacy Giving Conversation

For advisers working in areas like tax, succession planning, and wealth management, philanthropy and legacy may not always seem central. However, it naturally intersects with wealth and succession planning. Advisers have a unique opportunity to catalyse transformative social and environmental impact, both now and for generations to come. It doesn’t mean that you need to be an expert in all areas - however in our discussion today we will talk about how you can be the vital seed planters, by introducing the topic and how you can work with other experts to realise philanthropic aspirations of wealth holders.

We hope to encourage you to confidently engage in these discussions, collaborate with other professionals and nonprofits, and support your clients in achieving their legacy goals.

Advisers who embrace these deeper discussions can better meet their clients’ broader aspirations, enhance business development opportunities, and find personal fulfillment in helping create positive social and environmental change.

• From a practical perspective, when and how do you approach the topic with clients
• What is the key information advisers really need to know before having a conversation about charitable legacies with clients
• How you have a multi generational discussion linked in to talking about Legacies
• How best to bring in other advisers and why
• What are the commercial benefits for talking about Legacies with clients