< 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.

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

For more information contact Michelle DeSilva, Giving Strategist at the St. Louis Community Foundation, at mdesilva@stlgives.org.

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