JOIN OUR WEBINAR
Tuesday, April 22, 2025 | 1:00 PM ET
The client-advisor meeting is a powerful moment to align financial and philanthropic goals. Yet only 27% of wealthy individuals discuss philanthropy with their advisors. Are you maximizing this opportunity?
Join NPT Regional Directors, Matthias Mackay and Janos Major, CEPA®, CAP®, as they share actionable strategies to integrate donor-advised fund (DAF) discussions into client reviews—helping you strengthen relationships, expand asset management opportunities and deepen multi-generational connections.
As the nation's largest independent provider of DAFs, NPT delivers strategic guidance, practical tools and valuable resources that empower advisors to help clients maximize their philanthropic impact on the causes that matter most to them.
With extensive experience managing high-net-worth portfolios, Janos specializes in tax planning, investment strategies and legacy giving, equipping advisors with tools to help clients maximize their philanthropic impact.
Matthias brings a financial advising background with expertise in markets, financial planning and storytelling sales strategies, building strong client relationships through tailored solutions and follow-through.