Philanthropy Insights for Wealth Advisors
An Introduction to the Fundamentals of Philanthropy for Wealth Advisors
Philanthropy advice is increasingly important for wealth advisory clients.
Many advisors find it hard to engage with clients around their charitable giving, despite it being known for deepening and strengthening relationships.
As one of the UK’s industry-leading venture philanthropy funds, The Fore are sharing our insight into the small charity sector to help advisors support clients in developing and deepening their philanthropic activities.
What You'll Gain:
This light-touch introduction to philanthropy fundamentals will enable you to:
- Master the philanthropic conversation – further your confidence and expertise to have meaningful discussions about charitable giving with your clients.
- Become a trusted philanthropic resource - gain comprehensive knowledge of current high-impact charities and social enterprises that are driving real change, enabling you to offer valuable insights beyond traditional investment advice.
- Build your professional network - understand precisely where to direct clients for specialised philanthropic guidance, positioning yourself as a well-connected advisor who can facilitate their broader wealth management goals.
Three applied sessions: one in-person and two online, ending with a best practice demonstration of strategic philanthropy in action.
Please email partnerships@thefore.org to book your in-person training.
Discover what philanthropy really means today. Explore common philanthropic activities, understand the current state of the sector, and learn about catalytic philanthropy, including how venture philanthropy approaches, such as those at The Fore, can help small charities scale their impact.
Please register for the online sessions below:
Wednesday 10th June
Wednesday 4th November
Navigate the complex world of charitable organisations with confidence. Understand the different types of organisations and their roles, learn the difference between philanthropy and social investment, discover current trends and challenges, bust common myths, and find out where to go for expert advice so you can guide clients effectively.
Please register for the online sessions below:
Wednesday 25th March
Wednesday 1st July
Wednesday 25th November
Master the essential terminology for assessing and funding charities and social enterprises. Get practical guidance on what to look for when evaluating opportunities and learn the right questions to ask so you can support clients to give with confidence and impact.