Planning With Purpose: Trends in Guiding Clients for Values-Based Giving
Date: Tuesday, June 3, 2025
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Time: 1pm ET | 10am PT
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Cost: Complimentary
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Sponsored by:
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Charitable giving is rapidly becoming more driven by issues and values, with 74% of family foundations now adopting an issue-based focus — up from 54% in 2015, according to the National Center for Family Philanthropy. For financial advisors, this shift presents a powerful opportunity to strengthen client relationships by aligning wealth management with what matters most to clients and their families.
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This webcast will focus on how financial advisors can:
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> Best work with investor clients and families to agree upon and define their broad charitable giving values and focus;
> Communicate across multiple generations;
> Develop more specific goals and/or single issues for their philanthropic endeavors;
> Structure charitable investing plans based on the above processes;
> Understand and use different charitable giving tools — like donor advised funds (DAFs), qualified charitable deductions (QCDs) and charitable remainder trusts (CRTs); and
> Keep up with trends affecting charitable investing on a regular basis, while ensuring that clients are on track to achieve their charitable investing goals.
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Featured Speakers:
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John Manganaro | Senior Reporter | Think Advisor
John Manganaro focuses his coverage on all things retirement, with a special emphasis on the perspective of financial planning professionals and wealth managers. John’s work helps to illuminate the important role of financial advisor professionals and to demonstrate the critical importance of the U.S. retirement savings system. His coverage of the retirement industry has earned multiple Jesse H. Neal Awards finalist designations.
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Jeffay Chang | Senior Trust and Estate Specialist | Capital Group Private Client Services
Jeffay Chang is a senior trust, estate & fiduciary strategist at Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Before joining our firm, Jeffay spent six years as senior vice president and national team lead trust advisor at City National Bank. He served as executive vice president and trust strategist at The Goldman Sachs Trust Company for the 12 years before that and held earlier positions at UBS Financial Services and United States Trust Company of New York.
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Julia Healey | Chief Executive Officer | United Charitable
Julia Healey is the Chief Executive Officer of United Charitable, a nonprofit dedicated to supporting philanthropic efforts through donor-advised funds and fiscally sponsored programs. With a background in finance and accounting, she earned a B.S. in Business Administration, an MBA in Finance, and a Nonprofit Management Executive Certificate from Georgetown University. Though she began her career path in finance, Julia’s direction shifted after witnessing firsthand the inequities in access to education and resources. Inspired to make a difference, she combined her financial expertise with a deep commitment to social impact—ultimately leading her into the nonprofit world.
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Mark Froliech | Chief Financial Officer | Vanguard Charitable
Mark Froliech joined Vanguard Charitable as CFO in 2019 after spending more than ten years working with two of the Philadelphia region’s largest grantmaking organizations. Mark is skilled in financial leadership, holds an MBA from Temple University, and is an active CPA. Mark is passionate about nonprofit management and philanthropy.
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Register Now
Can’t attend? Register here for an on-demand recording after the webcast.