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The Adviser’s Role in the Philanthropy Conversation (Dinner)

Event Description

The Adviser’s Role in the Philanthropy Conversation
with Karl Zinmeister of the Philanthropy Roundtable, Washington D.C. (Dinner)

The Adviser's Role in the Philanthropy Conversation

  • What is "philanthropy," and how has it evolved over time? What inspires high-net-worth individuals to be philanthropic?
  • What do advisers need to know and what tools should they have before engaging their clients in an authentic and meaningful philanthropy discussion?   
  • Should advisers do more to inspire clients to move from "checkbook charity" to more effective and personally rewarding philanthropy? What downsides to philanthropy should clients be aware of?


In this lively talk, former White House domestic policy adviser Karl Zinsmeister will discuss How Philanthropy Created America, and Can Rescue Us Now. Karl will describe the unappreciated scope of charitable giving in our country, and argue that without it there would be no America as we know it. Private action to solve public problems is one of the practices that most distinguishes the U.S. from other nations, and it continues to play a crucial role in keeping our communities healthy and our economy burgeoning.



Karl Zinsmeister directs an energetic publishing program at The Philanthropy Roundtable in Washington, D.C., and writes extensively himself. He has just completed a novel about the most effective philanthropic culture reformers in U.S. history, for publication in 2019. His 2016 creation, The Almanac of American Philanthropy, is the authoritative 1,342-page reference on America's powerful tradition of solving public problems with private resources. ​

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Event Type

Society; Social; Educational

Education Topic

Private Wealth Management

Start Time

4/25/2019 5:00 PM

End Time

4/25/2019 7:00 PM

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Location Info

​ON20, Hartford, CT


Karl Zinsmeister

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All Day Event





4/25/2019 7:00 PM

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Content Type: MyCFA Calendar
Created at 2/26/2019 12:59 PM by
Last modified at 4/9/2019 11:23 AM by