Understanding the philanthropic goals and practices of your clients is critical to providing truly comprehensive wealth management services. More and more advisors are executing charitable strategies using donor-advised funds (DAFs). With the exceptionally strong market and potential tax reform in the coming year, now is the time to have charitable conversations with your clients. In fact, 94% of high-net-worth households say they want to learn more about charitable giving. Yet only 5% of those who have discussed the topic with their advisor report that the advisor initiated the conversation.* Join us for this in-depth conversation that will cover:
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Kim is President of Schwab Charitable, a non-profit donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general management of Schwab Charitable and the fulfillment of its charitable mission, setting strategy and priorities and ensuring all contractual obligations and goals are met. Prior to joining Schwab Charitable, Kim held a variety of leadership, strategy and general management positions at Charles Schwab & Co. Earlier in her career, Kim was a Vice President for Citibank-Asia/Pacific and a Consultant for Bain & Company. She also has served on the board of the Educational Foundation of Orinda and as the head of its investment committee. Kim has been recognized by the San Francisco Business Times as one of the most influential women in Bay Area business and by Inside Philanthropy as one of the fifty most powerful women in U.S. philanthropy. She holds a BA in Economics and a BS in Biology from Stanford University and an MBA from Harvard Business School.
|Title: Integrating Charitable Planning Into Wealth Management|
|Date: Thursday, November 30, 2017|
|Time: 1:00 PM Eastern Daylight Time|
|Duration: 1 hour|
*2016 U.S. Trust Study of High Net Worth Philanthropy
Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
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