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"Raising the philanthropy conversation: disconnects between client wants and advisor approach."

6/11/2014
When: Wednesday, June 11, 2014
8:00 AM until 9:30 AM
Where: Murtha Cullina LLP
99 High Street
Boston, MA  02110
United States
Presenter: Laura Godine and Jim Coutré
Contact: New England Chapter of FFI
617-482-3045 ext. 27


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Raising the Philanthropy Conversation: Disconnects Between Client Wants and Advisor Approach 

 

Advisors of all types can strengthen and grow their practice, better serve their clients, and increase philanthropy’s impact in society simply by opening the right discussion. Yet new research from The Philanthropic Initiative (TPI) and U.S. Trust shows that many advisors are missing the mark. In this workshop we will look at research on client expectations; discuss the who, when and how of raising a discussion of philanthropy; and help advisors think about the level of philanthropic-fluency that is right for their practice.

 

 

 

About the Presenters:  

 

Laura T. Godine, Senior Director of Professional Advisor Relations, The Boston Foundation

 

Laura is the Senior Director of Professional Advisor Relations at the Boston Foundation. As one of the nation's oldest and largest community foundations, the Boston Foundation is devoted to building and sustaining a vital, prosperous region, where justice and opportunity are extended to everyone. In her role at TBF, Laura partners with Greater Boston's investment professionals, attorneys, accountants, and other trusted advisors, toward the shared goal of enhancing the impact of their clients' philanthropic giving strategies.  

 

Prior to joining TBF, Laura practiced as a Trusts and Estates attorney for nearly a decade. Her legal practice focused on strategic analysis and planning of taxable and nontaxable estates for individuals and family groups, and managing all aspects of estate settlement and trust administration. Laura received her Bachelor of Arts in Sociology from Brandeis University, and her Juris Doctor from Northeastern University School of Law.    

 

 Jim Coutré, Partner, The Philanthropic Initiative

 

Jim is a Partner at The Philanthropic Initiative, the nonprofit consulting firm that pioneered the field of strategic philanthropy advising twenty –five years ago. Jim works with clients to articulate their visions and develop powerful strategies for achieving the change they want to bring about in the world.  Whether within a family, foundation or corporation, Jim helps clients navigate organizational and personal dynamics and align efforts toward shared goals.  Drawing upon two decades in communications, Jim helps clients build stronger, deeper connections with their internal and external constituent groups and helps connect their philanthropy to their institutional branding efforts.  

 

When not advising clients, Jim leads TPI’s work to advance the professional advisor field.  He conducts research, writes, and travels the country to train wealth advisors, attorneys and accountants to think beyond taxes and giving vehicles and engage their clients in values-and-goals-based philanthropy. Jim also develops special initiatives to broaden the understanding of strategic philanthropy and its most promising practices. He has appeared in publications ranging from the New York Times to Philanthropy Impact UK and speaks across North America on a wide range of topics including trends in effective philanthropy; connecting values, interests and goals; next generation engagement; employee engagement and volunteerism; and leadership within a philanthropic organization.  

 

Prior to TPI, Jim spent much of the past decade on the for-profit side as Director of Brand Strategy at a thought-leading brand strategy consultancy where he was known for his work with category-leading non-profits in areas including conservation, education, healthcare and the arts. Jim received a Bachelor’s of Art in Economics with a minor in Fine Arts from Washington University in St. Louis.

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