Clients care about philanthropy and sustainability. But for the most part, financial advisers are missing vital opportunities to meet client demand and grow their business – all while accelerating incredible solutions to the environmental emergencies we face.

Join us for an evening of data-driven discussion co-hosted by the Global Returns Project, Pro Bono Economics, and the Personal Finance Society, supported by UKSIF's Good Money Week.

Jack Chellman (Chief Project Officer, Global Returns Project) will begin the programme by offering an evidence-based overview of why advisers should connect clients with climate and nature charities as a part of normal financial planning. In the process, Jack will debunk commonly held myths around philanthropy advice and provide actionable strategies for initiating these conversations with clients.

Following this, a panel of industry experts, including Roy Coulson (Head of Proposition, Attivo), Nicole Sykes (Director of Policy and Communications, Pro Bono Economics), and George King IV (Senior Wealth Manager, MASECO), will explore the commercial advantages of embracing environmental philanthropy within financial advice.

Attendees will receive one hour of CPD via the Personal Finance Society (PFS). Attendee first name, surname and email address will be shared with the PFS to create CPD certificates.

Learning Objectives:

1. Understand the business case for offering philanthropy and sustainability advice to clients
2. Learn how to use environmentaql philanthropy as an easy tool to address the demand for philanthropy and sustainability advice
3. Appreciate how environmental philanthropy fits into the spectrum of capital
4. Gain an up-to-date understanding of the Climate Crisis and biodiversity loss
5. Learn which clients are likely to be interested in climate philanthropy, and why
6. Gain actionable insights into how to talk to clients about charitable giving

The Business of Giving: Environmental Philanthropy in Financial advice