57% of younger millionaires want help with charitable giving (CAF 2023), yet only 16% of advisers routinely ask about it (Fidelity 2024), and just 8% of affluent clients receive any philanthropy advice at all (Pro Bono Economics 2024). This gap represents a major missed opportunity for clients, for advisers, and for the causes that matter most.

This CPD-certified 1-hour webinar, part of Good Money Week, will make the business case for engaging clients on philanthropy - from strengthening relationships and increasing assets under management to attracting the next generation of wealth-holders.

We will explore:

• Why the timing is critical: how the £5.5 trillion intergenerational wealth transfer is surging client demand for values-based finance.
• How to start the conversation: simple, compliant questions that resonate with clients at every stage of their financial journey.
• Why it matters now: how philanthropy can complement other financial planning and sustainability services in your business already.

You will leave equipped with the data, insights, and practical tools to make philanthropy a natural, rewarding part of your client conversations - and ensure you are not missing the 57%.