HUB24 webinar: Structured giving and philanthropy – starting the conversation with your clients скачать в хорошем качестве

HUB24 webinar: Structured giving and philanthropy – starting the conversation with your clients

More Australians are looking to give with greater impact and are likely to turn to their trusted adviser for guidance. But are advisers equipped with the knowledge and tools to start the conversation? In our webinar, HUB24’s Greg Hansen is joined by Susan Chenoweth, Head of Philanthropic Services at Elston, to talk about structured giving and the important role that advisers play. Through a range of case studies, we’ll discuss navigating client discussions around philanthropy, trigger events, types of giving structures and tax management. Join us and find out how you can deepen client relationships, engage the next generation of family members, and enhance your service proposition though philanthropy.