PIPA Now Enrolling for Class of 2020
The Philanthropic Institute for Professional Advisors (PIPA) is now enrolling for the class of 2020. A collaboration between the St. Louis Community Foundation, the Jewish Federation of St. Louis, and the Roman Catholic Foundation of Eastern Missouri, PIPA provides an educational opportunity for financial, legal and accounting professionals to better incorporate charitable planning conversations into their practice.
The 2020 class will be the third cohort of the program and has already seen tremendous success.
According to a 2019 PIPA participant, “It has been impactful learning tangible ways of bringing to light client values related to charitable giving, gain new skills and tools, connect with those impacted by philanthropy, and be pushed to grow outside our comfort zone. I am grateful.”
PIPA participants learn how to approach financial, tax, and estate planning through the lens of the client’s personal values, leading to deeper, multi-generational client relationships.
PIPA aims to create a greater understanding of the values that motivate philanthropy and the ways to satisfy client intentions. As participants hone their values-based communication skills, they form strong and enduring professional ties with other professionals.
2020 PIPA schedule:
March 31: Kick Off Dinner: The Psychological Impact of Wealth
April 29: Values Based Multi-Generational Wealth Planning Conversations: New! All PIPA former graduates and current participants are invited! (8:30 a.m.-11:30 a.m.)
May 20: Connecting with the Community: Site Visits to Impactful Nonprofits (8:30 a.m.- 11:30 a.m.)
August 26: The Artful Speaker (8:30 a.m.-11:30 a.m.)
October 22: Graduation Dinner