Register for the Philanthropic Institute for Professional Advisors Class of 2019
The Philanthropic Institute for Professional Advisors (PIPA) is now accepting applications for their class of 2019. A collaboration between the St. Louis Community Foundation, the Jewish Federation of St. Louis, and the Roman Catholic Foundation of Eastern Missouri have come together to provide an educational opportunity for financial, legal and accounting professionals to better incorporate charitable planning conversations into their practice.
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 creates greater understanding of the values that motivate philanthropy and the ways to satisfy client intentions. As participants hone their values-based communication skills, they also have the opportunity to form strong and enduring professional ties.
The class of 2018, commenced in November and the schedule is complete for 2019:
Thursday, March 7 Kickoff Dinner
Thursday, May 16 Site Visits/ Connecting Clients with the Community
Thursday, Aug 22 Artful Speaker
Thursday, Sept 19 Whole Brain Communication
Thursday, Nov 7 Graduation