Professional Advisers Roundtable: Closing the Knowledge Gap
Description
Closing the Knowledge Gap.
A Roundtable for Professional Advisers exploring philanthropy, client values and local impact
Professional advisers guide clients through life’s most significant decisions across business and life. Wealth creation, succession, retirement and legacy are the conversations that often relate to purpose, generosity and community impact.
Peel Community Foundation invites trusted advisers to join a practical, roundtable discussion and presentation on the role trusted advisers have in supporting clients who want to give meaningfully and create lasting local impact.
This month's topic "Closing the Knowledge Gap: The Trusted Adviser’s Opportunity in Philanthropy" is a peer discussion and practical learning session, with knowledge sharing on what works, the resources available and ways to identify opportunities to assist clients in their giving journey.
Most clients want meaningful conversations about giving, legacy and impact, yet many advisers avoid the topic because they lack confidence, knowledge or clear referral pathways.
This peer group roundtable will explore how trusted advisers can bridge that gap, strengthen client relationships and add value by understanding the practical role philanthropy can play in financial, estate, life transition, family relationship building, legacy and succession planning.
Join your peers to share experiences, build confidence and discover the resources and support available through Peel Community Foundation to help guide these important conversations.
Together we’ll explore:
why philanthropy conversations are becoming more important in advisory practice and how to initiate them with respect and care,
what motivates people to give,
how local community foundations can simplify giving,
practical resources available to support adviser-led conversations with clients
ideas for future knowledge sharing and professional development relating to philanthropy, legacy and generosity.
The session will also showcase the flexible giving pathways and support that the Peel Community Foundation can provide for advisers and their clients at all levels of philanthropy.
Questions?
Contact Lyn Hawkins, PCF Strategic Partnerships & Philanthropy Lead
partnerships@peelcf.com.au
PCF Professional Advisers Community
Purpose
The purpose of the PCF Professional Advisers Roundtable Series is to build a Community of Practice as a collaborative local network of accountants, lawyers, financial advisers and other trusted advisers who are interested in helping clients align their wealth, values and community impact. The mission of the Peel Community Foundation is to connect local generosity with community needs so that good can grow forever. Our aim for the Community of Practice is to : - Build adviser confidence in philanthropy and structured giving conversations - Share practical experiences and client insights - Explore local community needs and giving opportunities - Create stronger connections between advisers and Peel Community Foundation - Develop and support local champions - Foster a culture where giving and legacy conversations become a normal part of professional advice Importantly, the Community of Practice is not a sales forum. It is a professional learning and leadership network focused on improving client outcomes while strengthening philanthropy across the Peel region.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity
