6060 Castleway West Dr. Indianapolis
IN 46250. Please enter on the SE end of the building
parking near Moser Consulting.
How to Stand Out to High-Net Worth Clients through Philanthropy
Presented by: Kyle Christopherson, MBA, CFP
September 7, 2023
If you’re looking to attract high-net worth (HNW) clients and win their loyalty, consider this: Philanthropy is an important consideration for HNW clients and a key component of their wealth management – but many are underserved by their advisors. A conversation about charitable giving not only will help you create a more holistic plan for your client, but it also will help you build a stronger relationship. During this presentation we will focus us on: Understanding charitable giving trends for HNW clients and the most common motivations Learn how to structure the philanthropic discussion and the key topics to cover Help clients design a philanthropic plan to accomplish their charitable goals while engaging their families and future generations How to utilize the most popular charitable giving tool, a donor-advised fund, to solve common tax challenges through a case study review
With a B.A. in Finance from Anderson University, an MBA from Butler University, and a CFP® professional, Kyle has over 20 years of experience in every aspect of creating and administrating various charitable gift instruments. He’s developed thousands of charitable planning strategies and has handled compliance issues, accounting questions, tax return audits, and the review of proposed investments for charitable gifts. Kyle now runs a team that supports the growth and success of philanthropic programs. He is a frequent presenter at national and regional conferences to educate financial professionals and planned giving officers on how to create effective charitable planning strategies.
CGPI Members must now log in using your CGP username and password to register and get the discounted member rate.