Professional Advisors Breakfast
Caring Is Not Enough: How Behavioral Science Can Increase Local Giving
Join fellow Houston advisors for a conversation on new research about how and why clients give.
Thursday, November 5, 2026 | 8:00–9:30 AM
Black Walnut Kitchen & Bar, 5512 Memorial Dr, Houston, TX 77007
Audience: Financial and philanthropic advisors, estate and trust attorneys, CPAs, and family office professionals
RSVP by Monday, November 2. Seating is limited.
Why this matters
How can you help turn client interest in giving locally into action? When your clients decide how to give, the vehicle and tax strategy are your expertise. Where to give is often decided without anyone’s help, even among the most affluent and engaged givers.*
SeedSwell is a science-backed Houston initiative working to change that. We introduce advisors and their clients to innovative local organizations, many you may not know yet, that are doing work communities depend on. We also offer resources to help you support your clients’ giving.
Who you’ll hear from
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What you’ll take away
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The latest research. Why willing donors stall and what helps them act.
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Ideas for your client conversations. How to put these insights to work.
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Local perspective. An advisor roundtable to help SeedSwell shape how more generosity stays in Houston.
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An invitation for your clients. A chance to bring clients to meet the SeedSwell pilot organizations in December.
This isn’t a pitch, a fundraiser, or a list of charities. It’s a conversation with insights and resources you can take straight back to your practice.
Breakfast is on us.
*2025 Bank of America Study of Philanthropy