The Good Apples- Rise of the New York Philanthropic Advisor Network

What’s the definition of philanthropist? What are the biggest problems facing philanthropy today? How can we philanthropic advisors do a better job serving our clients who are interested in making a difference? What problems are high net worth clients having in discussing philanthropy with their advisors? What words of wisdom and advice do people like Bill Gates, Sr. have for us to make philanthropy easier to carry out? These questions and others are among the ones that we will be asking at the New York Philanthropic Advisor Network.

What originally began in Seattle as the Seattle Philanthropic Advisor Network (SPAN), an idea by Randy Ottinger of LMR advisors, is quickly springing up in other cities around the US. The idea? Have the biggest names in philanthropy talk to advisors who represent the gatekeepers of client wealth and teach them to be better philanthropic advisors. The idea took root in Seattle attracting such speakers as; Bill Gates Sr (watch the talk here)., Paul and Debbie Brainerd, Bill Neukom, Julia Boltz, and veteran philanthropic experts, Phil Cubeta and Tracy Gary. Now the idea has come to the Big Apple.

We are looking for potential speakers for our lunch discussion. Email me rkrasney@rjkwealth.com if you would like to find out more about the group or have ideas for potential speakers.

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1 Comment

Filed under ESTATE PLANNING, FINANCIAL PLANNING, NON-PROFIT & CHARITY, SOCIAL ENTREPRENEURSHIP

One response to “The Good Apples- Rise of the New York Philanthropic Advisor Network

  1. Mayor Bloomberg is your #1 NYC philanthropist now.
    Also, Steve Ross is a great speaker.

    I also recommend John Catsimitidis, a guy from the “ground” up…I knew him when he was only Red Apple.

    Best, Neal

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