Continuing Education Series for Professional Advisors: From Philanthropy to Social Investing: A New Way of Giving
For many families and individuals, finding the best way to express their values through philanthropy and other social investments can be daunting. How does it all fit together? Can I actually make a difference? The need for social purpose advisory is greater than ever, and extends beyond traditional philanthropy. In this program, we will explore three factors changing traditional philanthropy into a social investment conversation: demographic shifts, social finance, and the new tax code.
Registration, networking, and a complimentary breakfast will begin at 7:15 a.m. with the program starting at 8:00 a.m. sharp. RSVP soon as space is limited.
Avery Tucker Fontaine is head of strategic philanthropy for BNY Mellon Wealth Management. With more than 20 years in the investment and financial services industry, Avery’s experience as a philanthropic consultant focuses on working with families and successful not-for-profit institutions to improve grantmaking efficacy, foundation and endowment management, use of planned giving, impact investing, and long-term strategic planning.
Note: Note: This program has been approved for 1 hour of CFP® and CPE credit, 1 hour of PRMCLE *Professionalism* credit, and 1.25 hours of CTFA credit.