Philanthropy Education for Wealth Advisors

Helping Wealth Advisors Respond to Clients’ Growing Philanthropy Needs

Conversations about philanthropy deepen client relationships but many advisors aren’t sure where to start. We offer a range of sessions and resources to help you navigate the ecosystem and have deeper conversations with your clients:

Philanthropy Insights for Wealth Advisors:
Free training to help wealth advisors develop the knowledge and language needed to have deeper, more confident giving conversations with clients.

Next Generation Engagement:
An interactive workshop introducing younger family members to the world of philanthropy and social enterprise, helping them understand how small, grassroots organisations create real change. Participants step into the roles of funders and fundraisers, exploring what it takes to lead and sustain social impact from the ground up. Interested in hosting a Next Generation Philanthropy Workshop for a group of your clients? We would be delighted to deliver an in-person session. Please email us at partnerships@thefore.org.

Funding Panels:
Come along and observe our Dragon’s Den funding panels in action, where we bring together leaders from the public, corporate, and charitable sectors to decide which high potential charities to fund.

Bespoke Charity Selection Workshop:
Help your clients discover how to identify and support exceptional charities with confidence. This interactive workshop helps them find high-impact organisations, build equitable relationships, and make informed giving decisions. If you would like us to run this workshop for a group of your clients, please get in touch at partnerships@thefore.org.

Philanthropy Education Overview

Philanthropy Education for Philanthropists