NEW
Strategic Philanthropy Advisory for Private Bankers
TGS-2026063356
Target Audience
Private Bankers & Relationship Managers
Date
03 September 2026
Duration
1:00 PM – 6:00 PM
1/2 Day
CPD Hours
4
Assessment
Formative Assessment – Presentation of Philanthropy Plan
MCQ
This program delivers strategic philanthropy advisory training for private bankers and relationship managers. Participants learn how to guide values-based giving conversations, uncover client philanthropic intent, and position philanthropy as part of holistic wealth, legacy, and impact planning.
Program Overview
Learning Objectives
- Strengthen client trust through values-driven and purpose-led conversations
- Integrate strategic philanthropy into holistic wealth and legacy planning
- Position advisors as trusted partners in legacy, impact, and giving conversations
Program Introduction & Orientation
Strategic philanthropy is increasingly becoming an important part of private wealth conversations. This program helps private bankers move beyond transactional giving discussions and guide clients toward more meaningful, structured, and impact-focused philanthropy planning.
Key Topics
Understanding Client Values, Passions & Philanthropic Vision
The Role of Wealth in Legacy and Purpose
Strategic Philanthropy Structures
Overcoming Challenges in Values-Based Giving Conversations
The G.I.V.E. Framework
G — Gather Insights
Uncover client values, motivations, giving history, family priorities, and long-term philanthropic aspirations.
I — Inspire Purpose
Use thoughtful questions and storytelling to help clients connect wealth with meaning, legacy, and impact.
V — Value-Driven Solutions
Position philanthropy within holistic wealth planning through structures that align with client goals and family values.
E — Execute & Evolve
Support clients in moving from intention to action through giving plans, governance, review, and impact measurement.
Practice and Application
Development and presentation of a tailored philanthropy strategy plan
Guided practice using the G.I.V.E. Framework
Breakout group discussions on transformational giving conversations
Key Value Propositions: Strategic Philanthropy Advisory
Values-Based Client Conversations
This program supports private bankers and relationship managers in applying responsible, client-centered philanthropy advisory practices aligned with wealth planning, legacy conversations, family priorities, and long-term impact objectives.
Practical Advisory Frameworks
Apply tools, frameworks, and coaching techniques grounded in real-world private banking conversations.
Stronger Long-Term Engagement
Deepen client relationships by helping families connect wealth decisions with meaning, purpose, and impact.
Holistic Wealth & Legacy Planning
Position philanthropy as part of integrated wealth planning, enabling more personalized and meaningful client solutions.
Strategic Philanthropy Advisory for Private Bankers
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