Charitable Giving: Good for your practice, good for the world
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Charitable Giving: Good for your practice, good for the world

Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission. One way to differentiate yourself as an adviser today is to address your clients’ needs beyond saving and investing to their charitable giving, especially in this uncertain environment when demand for donations may be higher. FREE for FPA of Illinois Members 1 CFP CE credit

7/14/2020
When: Tuesday, July 14, 2020
1:00 - 2:00 pm
Where: Live Webinar
United States
Presenter: Vanguard Senior Advice Strategist, Michael DiJoseph and Vanguard Charitable National Sales Executive

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Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission. One way to differentiate yourself as an adviser today is to address your clients’ needs beyond saving and investing to their charitable giving, especially in this uncertain environment when demand for donations may be higher. By attending this webinar, you’ll learn the importance of engaging your clients in a conversation about charitable giving and help them be more thoughtful with their giving strategy. You’ll also receive an interactive toolkit filled with resources, best practices, guided questions, and reflective activities that will help you and your clients along every step of their charitable journey.

 

This webinar features Vanguard Senior Advice Strategist, Michael DiJoseph and Vanguard Charitable National Sales Executive, Greg Murray

 

At this event you will learn:

  • Understand philanthropy’s place in an effective tax strategy
  • Prepare advisers for values-based conversations with their clients
  • Learn to strengthen advisers clients’ giving plan by unlocking charitable assets


1 CFP CE credit 

FREE for FPA of Illinois Members

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