Wednesday, December 2, 2026
11:30 a.m. – 1 p.m.
Elkhart Health and Aquatics
Help your clients turn charitable intentions into meaningful impact. Join Phil Buchanan, author of Giving Done Right, for a practical conversation about guiding clients toward effective philanthropy. Drawing on research and real-world examples, Buchanan will challenge common myths about giving and share frameworks for making thoughtful charitable decisions.
Designed for financial advisors and estate planners, this workshop will explore how to help clients clarify their philanthropic goals, better understand the nonprofits they support, and connect their values with community needs. Participants will gain insights to strengthen conversations about charitable giving and help clients shape a legacy that reflects what matters most to them.
This timely event is also a perfect reason to join the Estate Planning Council, where professionals like you stay informed, connected, and ready to serve our community well.
Register now >>
Our Speaker
Phil Buchanan, President, Center for Effective Philanthropy
Phil Buchanan, president of CEP, is a passionate advocate for the importance of effective philanthropy and a strong nonprofit sector. Hired in 2001 as the organization’s first chief executive, Phil has led the growth of CEP into the leading provider of data and insight on philanthropic effectiveness. Phil is author of Giving Done Right: Effective Philanthropy and Making Every Dollar Count, published by PublicAffairs and named the “Best Philanthropy Book of the Year” by Inside Philanthropy in 2019. He is host of the Giving Done Right podcast and writes a monthly column for the CEP Blog.
