Workshops
Our foundational workshop series
These practical workshops are designed to meet professional advisers at every stage of their philanthropy journey.
Whether you're new to structured giving or ready to support clients through implementation, each session provides the frameworks, language, and confidence to integrate philanthropy into your practice.
Philanthropy & Structured Giving 101
Introduce the approaches and structures available for giving and inspire advisers to confidently support their clients.
Effective Giving Conversations
Build the confidence, skills and language to naturally introduce philanthropy within client discussions.
Supporting Female Clients with their Giving
How to confidently introduce and guide meaningful conversations around giving with your female clients.
Bringing Legacy Forward
Explore how to guide clients in bringing their giving forward, transforming bequests into living philanthropy.