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The Future Of Wealth Management & Philanthropy

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A presentation made to the Northern California Planning Giving Council on the convergence between wealth management and philanthropy, how wealth managers are failing donors and why this is an opportunity for fundraisers.

BusinessEconomy & Finance
1 of 17
The collision of the dark side and the light side
The War for Donors’ Assets ,[object Object],[object Object],[object Object]
Are wealth managers the dark side?
Wealth managers are winning 2008 Bank of America Study of High Net-Worth Philanthropy, conducted by The Center on Philanthropy at Indiana University
Why do donors stop giving? 2008 Bank of America Study of High Net-Worth Philanthropy, conducted by The Center on Philanthropy at Indiana University
A little bit of math… ,[object Object],[object Object],[object Object]
Philanthropy: Investment or Spending?
Is it appropriate for wealth managers to address philanthropy? ,[object Object],[object Object],[object Object]
Philanthropy: Customer Service or Business Development? Donor Advised Fund Assets (in $ Billions) (excludes $12.1 billion in distributions) Number of Donor Advised Funds Source: The National Philanthropy Trust: Donor Advised Fund Market, 2008
Supply Side Philanthropy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Demand Side Philanthropy
Supply Side Philanthropy
Financial Advisors as Enablers Not Bodyguards
Wealth Managers are Failing Their Clients ,[object Object],[object Object],[object Object]
What to Expect from Wealth Advisors ,[object Object],[object Object],[object Object],[object Object]
Turning Major Donors into Philanthropists ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Wealth Managers Can be Brought to the Light Side Darth Vader?!

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The Future Of Wealth Management & Philanthropy

Editor's Notes

  1. Intro: Ensemble Capital/Tactical Philanthropy/Financial Times Why Star Wars: I give a lot of talks to CPAs Mike Anders Story: Fidelity Gift Fund/now Morgan Stanley Dien asked me after reading Wealth Manager article, Second Great Wave, individual donors taking control of their giving Today: The convergence of wealth management & philanthropy Why donors are turning to wealth managers How & why wealth managers are FAILING these donors Why these shifts offer an opportunity to fundraisers who recognize what’s going on