event

Effective Philanthropy for Advisors Workshop

June 20 - 21st, 2024 - 9:00 am to 11:30 am PST

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.

Register Here