Continuing Education Series for Professional Advisors: The Future of Philanthropy
Philanthropy has emerged as an influential, global force. It increasingly shapes our business practices, policies, research agendas, values, and the way we see the world. This discussion will address current trends in philanthropy, including impact investing, for professional advisors who counsel their clients on charitable giving strategies. The discussion will also explore the characteristics and motivations of “new” philanthropists and the resources they are using to “do good” in the world.
Join us for a complimentary breakfast and program presented by Marguerite H. Griffin, senior vice president and director of philanthropic advisory services for Northern Trust. RSVP by Friday, September 21. Registration, networking, and breakfast will begin at 7:15 a.m. with the program starting at approximately 7:50 a.m. Space is limited to 40 registrants.
Marguerite H. Griffin is a senior vice president at Northern Trust. As director of philanthropic advisory services, Marguerite is responsible for the delivery and growth of Northern Trust's philanthropic advisory services to wealth management clients. She specializes in administering charitable trusts and private foundations and facilitating family philanthropy retreats. She also advises clients regarding impact investing, strategic philanthropy, international philanthropy, family succession planning and board development, governance and risk management for nonprofit organizations.
Note: This program has been approved for 1 hour of CFA, CFP and CPE credit, 1 hour of "Professionalism" PRMCLE credit, and 1.25 hours of CTFA credit.