MQ Open Forum: Generosity Planning

About the Webinar

For those with a charitable heart, they know the secret: the very act of giving makes us happier. As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals. We’ve heard from many of our MQ Partners that helping clients deepen their connection with money, then direct it with soulful purpose is some of the most powerful work you do together.

During this MQ Open Forum, we will hear from our community about how they’re walking clients through generosity planning. As always, we’ll share the MQ Perspective and give you a few new ideas to consider using in your practice.

Our MQ Open Forum webinars bring collaborative discussions to the virtual meeting space. Each session will focus on a particular topic and highlight the pertinent practical/emotional aspects of client relationships and processes. The format for each Open Forum will be similar:

10-15 minutes: We will begin with a brief introduction to the topic and share the MQ Perspective.

30-35 minutes: We’ll provide a handful of questions before moving into small group breakouts, allowing you to discuss the topic, learning with and from others.

5-10 minutes: We’ll reconvene as a large group to share the key takeaways.

Be sure to take advantage of these valuable opportunities to interact with like-minded peers and gain new insights and ideas for your practice.