Effective Conversations in Philanthropy - 20 November 2019 (On Demand)

Description

The opportunities provided to clients and professional advisors by conversations in philanthropy

This webinar is for lawyers, accountants and financial advisors and will promote the importance of having the philanthropic conversation, how it is appreciated by clients and how it can be good for business.

The webinar will provide practical examples and include:

  • The philanthropic landscape in NZ
  • International research
  • Relevance to client conversations
  • The different ways clients can give; philanthropic options available (including donor-advised funds and perpetuity models)
  • How to discuss philanthropy and ways to frame the conversation

This webinar is presented by Liz Koh, Deputy Chair of Nikau Foundation, in conjunction with the College of Law, a school of professional practice for lawyers in Australia and NZ.

ORIGINAL BROADCAST DATE

20 November 2019

LEARNING OUTCOMES

  • An understanding of the widely varying philanthropic/giving options available today
  • Practical knowledge of how to frame an effective philanthropy conversation
  • An understanding of the benefits – to clients and to business - of having the philanthropy conversation

SUITED TO

All levels of professional advisor roles – including lawyers, accountants and financial advisors

PRESENTER

Liz Koh, Chartered Accountant and Deputy Chair of Nikau Foundation, Community Foundations of New Zealand

1 CPD Hour

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $170.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.