A life-changing event can be the perfect way for a financial advisor to broach the subject of philanthropy, Eileen Heisman, president and CEO of National Philanthropic Trust, said at the recent Women Advisors Forum event in California.
“One of the things about talking about philanthropy is it enables you to get into more meaningful conversations” that can touch on estate plans, tax plans and family situations. Heisman said. “The other thing you get to do is ask people what’s really important to them.”
As head of National Philanthropic Trust for 14 years, Heisman said her firm, which manages donor-advised funds, has given away about $1.4 billion and has made about 65,000 grants.
Click here for more on 10 opportunities Heisman said every financial advisor can use as a cue to talk about philanthropy.