Effective Philanthropy for Advisors Workshop

February 28 - 29th, 2024 - 9:00 am to 11:30 am PT

Online Webinar

February 2024 Workshop, Brought to you by Advisors in Philanthropy and Stanford’s Effective Philanthropy Learning Initiative

Join us for an interactive workshop with Stanford University on their latest tools designed specifically for advisors and clients interested in inspired, strategic philanthropy.

This two-part live webinar is a unique collaboration between Stanford University’s Effective Philanthropy Learning Initiative (EPLI) and International Association of Advisors In Philanthropy (AiP) that will:

  • Show you how to leverage Stanford’s effective philanthropy method and use the Stanford Philanthropy Toolkit to build stronger relationships with your clients and their families
  • Feature highlights from Stanford’s latest research on high-capacity donor behavior and decision-making 
  • Expand your professional network to a range of other advisors (financial planners, tax and estate attorneys, donor relations officers at foundations, etc.)
  • Allow you to learn by doing, giving you a chance to develop your own Effective Philanthropy Plan
  • And earn CFP CE credits while you’re at it!
  • Workshop fee information:  $400  AiP Member*  $500  Workshop and AiP Membership ($300 value)** *Members must sign in to access member pricing.  **Group pricing available: 2 – 4 attendees: $400 / attendee
    5+ attendees: $350 / attendee Email admin@advisorsinphilanthropy.org to access group discounts. Special note: Maximum discount available to any participant is $100-$150 and discounts cannot be combined.


  • 9:00 am - 11:30 am - Wednesday February 28
  • 9:00 am - 11:30 am - Thursday February 29