SoCalCGP Mixer - October 26, 2023 | 4:00 PM - 6:00 PM

Strategic Philanthropy: Determining the Purpose, Goals, and Mission of your Philanthropy.

Aspiriant
11100 Santa Monica Blvd, Suite 600
Los Angeles, CA 90025

CLICK HERE TO REGISTER

Join us for our second regional event, to network, enjoy light appetizers and a one-hour education program discussing Strategic Philanthropy.

The educational portion of the program introduces the strategic philanthropic planning process of Aspiriant's best practices for working with individuals and families to define a philanthropic mission statement. The four steps are:

• Identifying philanthropic goals and purpose.
• Benefits of a mission statement.
• Fulfilling your philanthropic mission.
• Articulating the impact, you aim for.

Whether your clients are just starting the journey in philanthropy, changing direction, or preparing for new leadership within their family foundation, these steps can be used to create an intentional process and mission statement for their philanthropic endeavors. The session will include a client case study and encourage participation from attendees to share their process on how they work with clients on charitable goals, purpose, mission statements, and implementation.

NOTE: this mixer is limited to 30 people! Don’t wait to register.

Special thanks to our venue host, Fernando Sanchez, Senior Associate Wealth Management, at Aspiriant!

SCHEDULE

4:00 PM - 4:45 PM
Networking & Appetizers

4:45 PM - 5:30 PM
Presentation

5:30 PM - 6:00 PM
Wrap-Up & Networking