Best Practices: Asking the "Philanthropic Question"

Steve Johnson developed this “virtual forum” on the best practices for supporting client and prospect giving as a companion to “Involving Advisors in Philanthropic Planning.” The forum, which was conducted online in November of 2004, grew out of TPI’s (The Philanthropic Initiative, Inc.) six years of work aimed at understanding how legal and financial advisors engage and support their clients around charitable giving.

The panel consisted of three senior professional advisors and two senior gift planners. In alphabetical order they are: Charlie Collier, senior philanthropic advisor, Harvard University; Phil Cubeta, chief of staff for New York Life’s Nautilus Group; King McGlaughon, executive vice president and chief academic officer at The American College; Katelyn Quynn, executive director of development at the Massachusetts General Hospital in Boston and director of planned giving at Partners HealthCare System, Inc.; and Eileen Wilhem, senior vice president and managing executive, Wachovia Charitable Services Group.