Popping the Question: Why Clients Want You to Ask Them About Charitable Giving
Join us for breakfast and networking before work on Wednesday, November 20 and learn techniques for what’s been called “the most undervalued client conversation” - talking about philanthropy with your clients.
Estate planning attorney Frank Campbell will share how he and colleagues introduce charitable giving with clients to better understand what’s really important to them and as a planning tool to build or leave a legacy. Meet two clients who will share how their advisors brought forward charitable giving solutions that improved their plans and strengthened relationships with their advisors.
Frank Campbell, Attorney, Holden & Campbell
Frank Campbell is an estate planning attorney with Annapolis-based Holden & Campbell and a Major in the U.S. Marine Corps reserve. Mr. Campbell focuses his entire practice on estate planning and administration. He is currently the chairman of the Estates and Trusts Committee of the Anne Arundel Bar Association and the Anne Arundel County Bar Association. Before joining Holden & Campbell, Mr. Campbell served as General Counsel for a special agency appointed by Congress to oversee the reconstruction effort in Iraq. An active member of the community, Mr. Campbell has served on several local boards and provides pro bono legal services to victims of domestic violence through the YWCA.
Continuing Education Credit: The program will provide one (50-minute) hour of Continuing Education credit for CPAs and CFPs.