Dublin Roundtable Discussion On Donor Relationship Development

The European Association for Philanthropy & Giving (EAPG) is hosting a timely roundtable discussion in Dublin on the 18 May. The discussion will focus on the role that wealth advisers play in the development of strong relationships with donors, espcially in the context of the current recession.

Bridge or Barrier? Why do charities need to engage with wealth advisers?

How can they help charities to develop stronger relationships with donors?

When: 5.30 – 7.00pm Monday 18 May 2009 5:15 welcome for 5:30 – 7:00 pm

Discussion panel: Mark Carrigan, Brakeley; Karen Ciesielski of Legacy Promotion Ireland; Richard Dixon, Concern; John Rockett, Allied Irish Bank; Paul Knox, JP Morgan; Philip Smith, Arthur Cox

Host and Venue: Philip Smith, Arthur Cox Solicitors, Earlsfort Centre, Earlsfort Terrace, Dublin 2, Ireland

Map available at: http://www.arthurcox.com/pdf/arthurcox_dublin.pdf

  • Defining the wealth adviser: what role do lawyers and accountants, private banks, stock brokers, and other investment managers play in the financial planning of wealthy individuals? How is this of relevance to philanthropy and charitable giving?
  • Bridge or Barrier? Why do charities need to talk to these wealth advisers? How can their professional expertise and contact with high net worth clients be utilised by charities?
  • The impact of the recession: The charity press is full of tales of doom and gloom about the probable effects of the recession, but what are wealthy clients actually saying to their advisers? Are high-net worth donors reducing their giving and commitments to a charity?
  • Solicitors, estate planning and legacies: How can better contact with key advisers in the succession and estate planning sphere help charities develop their legacy fundraising?
  • Working cooperatively: Could a basic ‘menu of options’ for donors making gifts at different levels encourage advisers to talk to their clients about giving? Is there space for greater cooperation between different charities, non-profit intermediaries and advisers?

Further Information

To attend EAPG’s Dublin Roundtable ‘Philanthropy and Planned Giving in Ireland’, please email Sue Summers at: sue@eapg.org.uk

Non-members are welcome to attend one roundtable in order to judge the value of events first-hand.

EAPG is registered with the Charity Commission for England and Wales (charity # 1089157)