The Philanthropy Programme - Millennials and Philanthropy
Please note that this event can only be booked through the Philanthropy Programme website by following this link.
EVENT FOCUS
At this event the panel will discuss the many aspects of philanthropy undergoing change and what advisors can anticipate from the future of giving and its clients.
The Millennial Generation is making a large impact on society by engaging in new ways; how they get involved in philanthropy, how they value their investments, and also how they share their time and knowledge with the causes they support. As an advisor this is a move away from the more traditional aspects of how clients have previously engaged with philanthropy.
With large generational wealth transfers taking place, many families will also change in their dynamic as the younger generations take their place around the decision-making table in the family business and the family's philanthropy.
As an advisor, being able to support and guide clients through that change is ever more valuable.
WHY ATTEND
This event provides essential knowledge to the professional advisor and will cover topics to include:
• How Millennials are engaging with philanthropy in comparison to their older peers
• How philanthropy today is a different animal and now has a place in everyday life and is a value-driven investment
• How advisors can meet their clients' needs in this time of change; what questions they can expect and how to stay ahead of the game when interacting with a younger and more agile client base
• How to support the younger generation in their journey when major generational wealth transfers occur.
Panel: Dayo Okewale, Chief of Staff, Lord Hastings Office; Louisa Brassey, Senior Associate, Greenwood Place; Olivia Jenkins, Vice President, Philanthropy Advisory, J.P. Morgan Private Bank.