Advisor Series Logo

$12T is expected to be donated to charity through the great wealth transfer.
Don’t miss these essential events to learn how to fully integrate philanthropy into your practice.

The DAF Giving Summit Advisor Series is designed for wealth managers, family offices, and estate planning professionals who are dedicated to advancing their careers and deepening client relationships through charitable giving.

  • Gain practical knowledge and insights that will enhance your professional capabilities.
  • Further your professional development by earning four 4 CE credits and your DAF Specialist certification.
  • Connect with top financial advisors in your area to share best practices and expand your network.

June 6, 2024 • St. Regis San Francisco

July 18, 2024 • St. Regis New York

Wealth Impact Forum Chicago Logo

August 22, 2024 • St. Regis Chicago

Wealth Impact Forum Miami Logo

November 14, 2024 • Ritz Carlton Coconut Grove

Sponsorships opportunities are now available!