In this webinar you will see that a particular specialty (advice on grant-making for philanthropic impact) is often missing, even when philanthropy is a big part of the estate plan. Be aware: certain of your competitors do offer such advice.
The Case
The Melton’s recently sold a significant family business. With their advisors’ help, they set up a family foundation and have made their first grants. Then comes cordial chaos as the three generations of the Melton’s try to formulate a plan for grants that align with a shared vision of impact.
Learning Objectives
By the end of this session you will be able to: - Identify when strategic grant-making advice is needed
- Identify specialists providing such advice to family foundations and large donor advised funds
- Decide whether you will handle such advice or hand it off
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
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