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11 Dec

A paraplanner’s guide to giving

Advanced
Beginner
Intermediate
Accredited
Event
Time:

1:00 pm

Date:

Wednesday 11th December 2024

Location:

Online in Crowdcast

Duration

1 HRS 00 MINS

A promotional image for 'A paraplanner's guide to giving' event featuring Jennie Boyle from EQ Investors, Jack Chellman of the Global Returns Project, and David McIntosh from ShareGift. Event details show "Save your spot NOW | 1 pm on 11 December 2024" against a dark background with snowflake decorations.

Join us online for this Assembly at 1pm on Wednesday 11 December 2024 and we guarantee that the stats one of our guests will share will make your jaw drop at least twice. (Ours did.)

Not only that, but armed with the insights, you’ll think totally differently about how many of your clients – or your clients’ clients – think about giving.

Giving matters to clients

Because each of us shares an ever more complex and connected planet. One where we’re all facing the consequences of a human-made climate emergency and conflicts. A world of profound inequalities in health, economic and social outcomes between – and within – populations.

So it shouldn’t be a surprise to learn that more and more clients are looking for returns that aren’t measured financially, but by effecting positive economic, social and environmental change.

But how many of your clients think this way? And if you did know how many, how confident are you that you can help clients make their social and charitable ambitions part of a practical financial plan?

What you’ll learn at this Assembly

To explore this topic we’ve gathered together three wise people (appropriate for the time of year) to help us:

  • look at different ways in which clients can give these days
  • why they might want to give in the first place; and
  • the evidence that clients do want to give but their advisers don’t seem to realise

Because host Richard Allum will be joined by pioneering ethical investing advocate and financial planner Jeannie Boyle of EQ Investors, Jack Chellman chief project officer of the innovative Global Returns Project and David McIntosh of chief executive of ShareGift – a brilliant service that has turned the shareholding equivalent of spare change into more than £50 million in donations to UK charities since 1996.

Save your spot now

Once upon a time, philanthropy was something that only the very wealthiest would consider. But in this season of goodwill – and in a world that doesn’t half need it – find out why that’s no longer true – and how paraplanners can help clients put their money to work in powerfully positive ways more easily than ever before.

Speakers

1
Jeannie Boyle
EQ Investors

Jeannie has been working in financial services for over 14 years. She joined EQ Investors in 2008 as a Technical Consultant and since 2010 has been a Director of the firm.

When providing advice, Jeannie focuses on clear communication, so that her clients fully understand the facts, options and recommended solutions, enabling them to make well-informed decisions. As a Director, Jeannie concentrates her efforts on ensuring the advice provided across EQ is of an exceptional standard, putting in place processes and systems to ensure our clients remain at the heart of our business.

Jeannie is a Chartered Financial Planner, a Fellow of the Personal Finance Society and in 2015 won Money Management’s Ethical Financial Planner of the Year Award. She appears regularly in national and trade media outlets discussing personal finance issues.

Outside of work, Jeannie enjoys yoga, hiking, triathlons and live music.

1
Jack Chellman
Global Returns Project

Jack has worked with the Global Returns Project since its launch in autumn 2020.

He came to the UK from America on a two-year Marshall Scholarship, during which he earned an MPhil in Political Thought and Intellectual History from the University of Cambridge.

Jack also holds an MSc with distinction in Media, Power and Public Affairs from Royal Holloway, University of London.

1
David McIntosh
ShareGift

David is chief executive of ShareGift – a UK charity that specialises in turning unwanted securities into charitable funds. ShareGift’s unique model is based on accepting securities and related cash entitlements from a wide variety of sources, regardless of value.

The result has been £52 million made in grants to over 3,800 charities since 1996. In 2024 they will make grants in excess of £6million and will support over 500 beneficiary charities in the process.

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