Workshop: Guide to Effective Giving Conversations
Available workshop dates:
Wednesday 4th November 2026 @ 1 - 2pm
Wednesday 17th March 2027 @ 1 - 2pm
Clients are increasingly looking for advice that connects their wealth with their values, legacy and desire to make a meaningful impact.
This practical workshop gives financial advisers a clear framework for starting confident, compliant and engaging structured giving conversations.
Through real-world examples and simple tools, you’ll learn how to recognise the right moments, guide client discussions and strengthen your role as a trusted adviser.
Attend to build capability, deepen client relationships and bring philanthropy into holistic advice in a practical, client-centred way.
Access details will be emailed to registered attendees closer to the event.
Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity
