Super Session #9 &12: Philanthropy: Why It Should Be Part of Your Business

Philanthropy is big business—almost $300 billion is donated to charity annually; private foundations, donor-advised funds, and endowments have trillions in investable assets and approximately 95 percent of high-net-worth individuals give to charity. Despite this, however, only 10 percent of advisors raise the subject of philanthropy with clients. In an interactive format, Mr. Sutton will discuss why philanthropy is one of the most important—yet most overlooked—aspects of your client relationships. The session explores how wealth consultants and investment managers can have “the philanthropic conversation” with clients to deepen relationships and enhance multigenerational ties while driving business. The goal is to promote discussion and action based on research, recent surveys, and real-life practical examples and best practices.