The INVEST IN WOMEN podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.


Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.



Enhancing Client Conversations: Women, Wealth And Philanthropy With Gillian Howell (Ep. 20)

About the Episode:


Enhancing Client Conversations: Women, Wealth And Philanthropy With Gillian Howell

Philanthropy can mean many things to different people. In this episode of the Invest In Women Podcast, Gillian Howell of Foundation Source discusses philanthropy, motivations, and how Foundation Source can help high-net-worth clients create their own philanthropic endeavors. In particular, she breaks down what drives women to give, and the ways that can sometimes differ from their male counterparts. She also notes that for advisors who want to offer a holistic approach to wealth management for women clients, philanthropy is an essential part of the conversation.


Gillian discusses:
• Philanthropic motivations in women versus men
• How to talk to your female clients about philanthropy
• How philanthropy can pass on values to the next generation

About Our Guest(s):

Gillian Howell is the Head of Client Advisory Solutions and a member of the Foundation Source executive team. Ms. Howell brings more than 30 years of executive and philanthropic management experience to Foundation Source where she is responsible for overseeing and enhancing the Client Services and Philanthropy Advisory Services functions. In this role, she leads teams of seasoned client management and philanthropic advisory specialists as they help individual, family and corporate foundations achieve their charitable objectives with greater efficiency and effectiveness.


Previously, Ms. Howell served in multiple philanthropic leadership roles for Bank of America, most recently as Managing Director and Philanthropic Market Executive for New England. Her earlier roles include heading up the Bank of America Charitable Gift Fund and National Private Philanthropy Executive, a role in which she was a top-producing leader of the private philanthropic sales and relationship management team at Bank of America Merrill Lynch. During her 31-year tenure at Bank of America and its predecessor organizations, she collaborated with high-net-worth donors, private foundations, donor-advised funds and nonprofits on strategic planning, donor development, mission advancement, next generation engagement and board governance, as well as philanthropic investments and fiduciary and risk management.


Ms. Howell is a native of Ireland and a long-time resident of Hartford, Conn., where she is active in its local nonprofit community. She is president of the Trustees of the Colt Bequest, a National Advisor for Vision 2020 founded by the Institute for Women’s Health and Leadership at Drexel University, a trustee for the Paul J. Aicher Foundation and Everyday Democracy, and an active volunteer at the Food Crisis Center in Hartford.


About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 


As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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