The Hows and Whys of Talking to Clients about Charitable Bequests

The Hows and Whys of Talking to Clients about Charitable Bequests

Posted on February 15, 2017

Where:                Goodbody, 2 Ballsbridge Park, Ballsbridge, Dublin 4

When:                  March 14, 12.30 – 2pm

Arrival:                 tea, coffee, sandwiches and petit fours on Arrival, start at 12.45

 

Agenda

Welcome-  Michelle O’Keefe, Head of Advisory Services  Goodbody Wealth Management

Introduction and New Opportunities for Ireland  – Jackie Harrison, Head of Fund Development , The Community Foundation for Ireland

The Hows and Whys of Talking to Clients about Charitable Bequests- Richard Radcliffe, International Legacy Expert

Advisors Response and Q&A- A number of professional advisors from The Community Foundation’s Professional Advisor  group will respond to Richard’s insight and we will also open the discussion up to the floor for general Q&A

Close and Round-Up- Niall O’Sullivan, The Community Foundation for Ireland

 

Speakers

Richard Radcliffe is one of the world’s leading legacy experts. He meets with donors, volunteers and service users every week in focus groups and has met over 30,000 people in this way throughout the world – including almost 200 people in Ireland. Richard joined Smee & Ford in 1996. Established for over 100 years, Smee & Ford’s team of reporters read over 5,000 UK wills every week and notify its charity clients of any will in which they are mentioned. Smee & Ford is a part of Wilmington Group PLC. He has a unique insight into the wishes of people and how they approach their wills. Richard helps develop legacy strategies from the global to the very small. He has a particular insight into the potential of legacies for community foundations as he was instrumental in helping set up the earliest community foundations in the UK.

Jackie Harrison Before joining CFI in 2012, Jackie was Chief Executive of Philanthropy Ireland and previously held a number of senior roles in IBEC, including Director of Social Policy.

Niall O’Sullivan has worked in the philanthropy and fundraising space since 1999 and recently rejoined CFI having worked there previously for 5 years. He completed Ireland’s most comprehensive ever research on legacies in 2010 entitled ‘Realising the Power and Potential of Charitable Bequests’ which included a significant input from professional advisors.

For more information on this event or to book your place please contact Niall O’ Sullivan at nosullivan@foundation.ie or 01 8747354