< Professional Advisor Tools & Resources

The Philanthropic Institute for Professional Advisors (PIPA) is a collaboration between the St. Louis Community Foundation, The Jewish Federation of St. Louis and the Roman Catholic Foundation of Eastern Missouri.  These organizations are united in their goal of providing tools to professional advisors that will increase confidence in communicating with clients about charitable giving.

PIPA creates a greater understanding of the values that motivate philanthropy and ways to satisfy client intentions. As participants hone their values-based communication skills, they will also have the opportunity to form strong and enduring professional ties.

While 95% of clients would like to discuss charitable giving with an advisor, only 6% of advisors initiate the conversation.  PIPA helps advisors better incorporate charitable planning conversations into their practices.

The program asks for a participation commitment of five four-hour sessions throughout the year.  Each session will provide insight and practical communication skills to benefit the class professionally and personally.  The aim is to provide a very high level of content that is unlike the CE courses that advisors routinely attend.  “Students” will graduate with a certificate, a new network of peers, and a deeper appreciation for the value of incorporating charitable planning into their practices.

2020 PIPA schedule:

Wednesday, October 21, 2020, 12 – 1:30 pm –
Session 1: Gathering Wisely with Danielle Oristian York

At our core, humans are social beings. Research shows that our connections with others are as important to keeping us healthy as good nutrition and exercise. The COVID-19 pandemic has disrupted our ability to convene at a time when we need connection more than ever. While technology offers a cost-effective way to gather, meeting virtually is not the same. The rules are different because people interact differently in a virtual setting.   Success requires a new approach. The Gathering Wisely Workshop prepares participants to lead gatherings that reflect purposeful intention, create robust participation and hone virtual facilitation skills. This interactive workshop will teach design frameworks, new techniques for facilitating group dialogue online and off and create an awareness of the role you can play to bring ideas into action.

Thursday, November 12, 2020, 12 – 1:30 pm –
Session 2: Advising Across Generations with Sharna Goldseker 

In this informative and interactive session, we will share research on multigenerational
awareness using our Generation Profiles exercise and speak to the importance of engaging in this conversation today based on our research about the next generation. Participants will leave with self-awareness as well as a tool they can use to strengthen communication and engagement with clients across the generations. The session would also highlight the findings that inspired the book Generation Impact: How Next Gen Donors Are Revolutionizing Giving. The Gen X and Millennial philanthropists will be the most significant donors ever and will shape our world in profound ways. As “next gen donors” step into their philanthropic roles, they have not only unprecedented financial resources, but also big ideas for how to wield their financial power. We would include actionable practices for professional advisors as they seek to understand how they engage with this demographic of their clients.

Wednesday, December 9, 2020, 12 – 1:30 pm –
Session 3: Values Based Decision Making with Robyn Schein 

Rarely do the decisions we make have the power to change lives the way they do at this unique point in history. But with opportunity comes uncertainty. How can we navigate the decisions that lie ahead, for ourselves and for those with whom we work? It takes more than information and conversation to make a decision. Research has shown that the more our decisions align with our values, the more fulfilling and strategic they can be. This interactive workshop is based on proven frameworks and tools 21/64 developed and tested over the past 20 years. Participants will explore personal values, learn essential elements of convening values-based conversations, and obtain new skills for exploring group shared values amongst family, colleagues and community. Click here to access pre-reading material.

About 21/64

Established in 2002, 21/64 is a 501c3 nonprofit practice providing multigenerational advising, facilitation and training for next generation engagement, especially within family philanthropy and other family enterprises. 21/64 specializes in serving families with funds, foundations or other family enterprises as well as wealth and philanthropy advisors—so that multiple generations can work, give and serve together more effectively. Learn more on their website.

If you have any questions, please contact Katie Knapp at kknapp@stlgives.org or by phone at 314-713-2825.

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