This transformative session was designed to help you build stronger, more comprehensive client relationships by integrating philanthropy into your advisory practice, ensuring you meet the evolving needs of your clients while growing your professional impact.
Are you an emerging professional advisor looking to enhance your practice by incorporating philanthropy into your client strategies? Join us for an insightful and interactive session designed to equip you with the knowledge and tools needed to seamlessly integrate philanthropy into your advisory services.
This session will cover key topics intended to strengthen your client relationships and position you as a forward-thinking advisor in today’s dynamic landscape. You'll hear from a panel of experts about:
Building Strategic Cross-Discipline Relationships:
Discover how to establish and strengthen relationships across various disciplines, enhancing your ability to deliver comprehensive and impactful philanthropic solutions to your clients.
Expanding Your Practice Through Partnerships:
Understand the benefits of collaboration and how forming partnerships with professionals in other fields can drive the growth of your practice and provide more client-centered solutions.
How to use Philanthropy as a Cornerstone for Client Engagement:
Explore how positioning philanthropy as a core element of your advisory services enriches your clients’ lives and strengthens their commitment to you and your practice.
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Thursday, September 26
7:30 - 9:30 a.m.
CE Credits: 1.5 CFP
Pegasus Park
Lobby Level
3000 Pegasus Park Dr., Dallas, TX 75247
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About the Panelists
Tommy McBride – Wealth Management Advisor, McBride & Associates at Merrill Lynch Wealth Management
Tommy has been with Merrill Lynch Wealth Management since 1992, leading a team of financial advisors who look to simplify, steward, and care for their clients’ financial lives. Tommy has been consistently recognized in Barron's and Forbes as a top advisor, including being ranked 110th in the nation in Forbes's “Top Wealth Advisors” list, 12th in Texas in Barron’s “Top 1200 Financial Advisors” list, and 4th in Dallas on the Forbes “Best-In-State Wealth Advisors” list in 2024.
Gary Garcia – Charitable Gift Planner, The Dallas Foundation
With over 22 years at the Foundation, Gary has helped donors articulate and advance their highest aspirations. Gary has also worked closely with advisors, collaborating with them to achieve their clients' philanthropic and legacy planning goals.
Jennifer Sibley – Trust & Estate Attorney, The Blum Firm
Jennifer received her J.D. magna cum laude from Texas Tech University School of Law and a Master of Science in Personal Financial Planning from Texas Tech University. With 13 years of experience, She is Board Certified in Estate Planning and Probate Law, a Certified Financial Planner, and a Chartered Advisor in Philanthropy. She has been named a “Texas Super Lawyer” by Thomson Reuters, focusing her practice on the tax and non-tax aspects of estate planning, estate administration, marital property agreements, asset protection, business entity formation, and charitable planning.
Moderator
Danika Mendrygal – Attorney Representing Nonprofit & Tax-Exempt Organizations, Mendrygal Law PLLC
Danika founded Mendrygal Law to serve nonprofit and tax-exempt clients, guiding them through establishing, growing, and managing their organizations. Recognized as a “Super Lawyer” in Nonprofit Organizations from 2018-2023, she provides counsel in taxation, corporate governance, and compliance issues.
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Questions? Contact Us.
Kevin Betancourt
Advisor Relations Manager
The Dallas Foundation
(214) 694-2516
kbetancourt@dallasfoundation.org
Devin DeLapp
Wealth Advisor & Stakeholder
SFMG Wealth Advisors
(972) 674-2547
devin@sfmg.com
Reilly Webster
Associate Wealth Manager
HFS Wealth Management
(214) 346-0760
reilly.webster@hfs-wm.com
