Guiding Generosity: Advisors' Role in Fulfilling Clients' Philanthropic Goals
Wed, Jan 08
|MAC - Gilkey Room
Discover how Patrick and Kelly empower individuals and families to leave lasting legacies through strategic planned giving—combining impactful philanthropy with smart financial planning.
Time & Location
Jan 08, 2025, 11:30 AM – 1:00 PM
MAC - Gilkey Room, 2316 W 1st Ave, Spokane, WA 99201, USA
About the Event
Unlock the Power of Planned Giving in 2025
Join Kelly DesRosiers and Patrick Bannworth of Washington Trust Bank’s Wealth Management & Advisory Services for an eye-opening session on how wealth advisors work with clients to create impactful charitable legacies.
They will share:
How they bring up the conversation about Philanthropy/Planned Giving with their clients
The sources they use to gather information about Philanthropy
Advising Clients on Gift Confidentiality