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.
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.
For information about continuing education credits options, please visit the event website.
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 – Philanthropy Expert & Chartered Advisor in Philanthropy.
With over 23 years of service, Gary has been a pivotal leader at The Dallas Foundation, championing its mission to inspire and elevate philanthropy throughout Greater Dallas. His collaborative efforts with professional advisors across various disciplines help their clients fulfill their philanthropic and legacy-giving 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.