Developing a Charitable Giving Strategy

By Todd H. Eckler

Chief Marketing Officer; Executive Director, Fiduciary Trust Charitable

Click on the image above to view the webcast.

This webcast is focused on helping individuals, foundations and corporate grantmakers increase the impact of their charitable giving through enhancing their charitable strategies and grantmaking processes.  In this webcast, we discuss:

  • The benefits of establishing a giving strategy
  • Advice on each step in the giving strategy process
  • Guidance on developing an ongoing grantmaking process
  • Resources (downloads and organizations) to help with your grantmaking activities

The discussion is moderated by Todd Eckler, Executive Director of Fiduciary Trust Charitable, the sponsor of flexible, advisor-managed donor-advised funds. Under his leadership, FT Charitable earned a 2020 Stevie Award for innovation in its donor-advised fund program and achieved record growth in 2021.

He is joined by Betsy Brill, President of Strategic Philanthropy, Ltd., a leading philanthropic consulting firm she co-founded over 20 years ago. During that time, she’s facilitated over $6 billion in gifts, and Betsy and her team have advised hundreds of individuals, families and closely-held businesses on their charitable giving strategies.

To download resources for developing a charitable giving strategy, please click here.

Listen to the podcast version on the Fiduciary Insights channel on iTunes, Google Podcasts, and Spotify

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