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Rebroadcast - Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic Discussions

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Includes a Live Event on 02/10/2021 at 12:00 PM (MST)

Philanthropy is an increasingly important area of opportunity for planners and clients. This course presents philanthropic planning within the context of values-based planning and examines the multiple ways clients benefit from philanthropy and what advisors gain from incorporating philanthropic planning in their practice.  Most importantly, you will also learn how to facilitate meaningful and productive philanthropic conversations with clients that will ultimately help them achieve their philanthropic goals. 

  • Understand the limits of traditional estate planning and the possible consequences of wealth transferred without values 
  • Recognize how philanthropy fits in values-based planning  
  • Understand the various benefits that clients can enjoy through philanthropy
  • Learn how to effectively probe client’s interests, attitudes, motivations and preferences related to philanthropy 
  • Identify potential issues and obstacles to your clients’ giving 

Lorraine del Prado, CSPG, CFRE, FCEP

American Heart Association, Learning Consultant, Principal, del Prado Philanthropy and Vice President, Thompson & Associates

Lorraine del Prado is principal of del Prado Philanthropy and Vice President of Thompson & Associates.  She specializes in values-based estate planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans.  She also assists nonprofits in elevating their relationship-building, fundraising and board development efforts.  She has consulted with nonprofits nationally and has led operations that raised hundreds of millions of dollars for various causes. 

Prior to her consulting practice, her previous positions include serving as Vice President at Seattle Children’s Hospital Foundation, President at Children’s Hospital & Research Center Foundation at Oakland, a fundraiser at the University of California, Berkeley and Sr. Account Executive at New Boston Group.

Lorraine has been in the field of charitable planning for more than 27 years and holds the designations of Certified Specialist in Planned Giving (CSPG), Fellow in Charitable Estate Planning (FCEP) and Certified Fundraising Executive (CFRE).  She earned a bachelor’s degree in Humanities, cum laude, from the University of the Philippines and a master’s degree in English Literature from Boston University.

In terms of volunteer leadership, Lorraine is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network, Past Chair of the Grant Leadership Team of the Washington Women’s Foundation and Associate Dean for Planned Giving at the Association of Healthcare Philanthropy’s Madison Institute.  She is also a member of the Purposeful Planning Institute, the Washington Planned Giving Council and the Estate Planning Council of Seattle.  In 2017, she was honored by the Washington Planned Giving Council with the Frank Minton Professional Achievement Award.

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Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic Discussions
02/10/2021 at 12:00 PM (MST)   |  60 minutes
02/10/2021 at 12:00 PM (MST)   |  60 minutes Philanthropy is an increasingly important area of opportunity for planners and clients. This course presents philanthropic planning within the context of values-based planning and examines the multiple ways clients benefit from philanthropy and what advisors gain from incorporating philanthropic planning in their practice. Most importantly, you will also learn how to facilitate meaningful and productive philanthropic conversations with clients that will ultimately help them achieve their philanthropic goals.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available