myCPE
myCPE

Strategic Giving & Philanthropy Certification (SGPC)

Unshackle the Power of Strategic Giving and Philanthropy.

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Last Updated

January, 2025

Multiple
18.5
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

The Strategic Giving & Philanthropy Certification empowers individuals with a holistic view of strategic giving and its transformative potential. It provides enriching knowledge and skills to navigate the dynamic world of strategic philanthropy. Unlock the power of strategic giving and charting a transformative journey towards a more equitable and compassionate world. Do not let your chance pass by to gain actionable insights for informed and impactful philanthropic endeavors.

Get Deeper Understanding of:

  • Donor motivations and effective communication strategies.
  • Purpose-driven branding contributes to social and environmental causes.
  • Generational shifts and successful approaches to charitable giving.
  • Tax advantages, legal complexities, and the impact of real estate donations.

Recommended For:

  • The certification course is specifically designed to support the requirements of philanthropy consultants, financial advisors, non-profit professionals, tax professionals, estate planning professionals, and other individuals who want to work with passion in making a difference.
  • It can also be particularly useful for experienced professionals such as CPAs, CFAs, and firms in finance and tax consulting for their business development.
  • Furthermore career changers, and other individuals who desire to gain an understanding of how the philanthropic sector can take advantage of this certification course.

Why take a Strategic Giving and Philanthropy Certification with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • Philanthropy Advisor
  • Fundraising Consultant
  • Personal Finance Strategist
  • Non-profit Program Manager
  • Corporate Social Responsibility Specialist
  • Business Strategy Analyst

Value Addition to your skills

  • Communication Skills
  • Attention to detail
  • Critical thinking and Analytical skills
  • Project Management skills
  • Influencing skills
  • Planning and Organizational skills

Courses

Course Title Time Credits
1. The Case for Offering Charitable Giving Services: Facts and Overview
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
  • To explain the significance and benefits of offering charitable giving services within their financial practice.
  • To explain the growing demand for philanthropic conversations and the positive impact on client retention and loyalty.
  • To analyze strategies and techniques to seamlessly integrate charitable giving into their services and strengthen their position in the market.
2. Current Trends in Charitable Giving
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • To explore the impact of the COVID-19 pandemic on philanthropic giving and the response of donors during this challenging period.
  • To examine the predictions made by leading experts regarding the philanthropic landscape in 2023.
  • To discover effective strategies for both donors and charitable organizations to navigate the evolving trends in philanthropy.
3. 15 Reasons People Give and How to Customize Your Engagement with Them
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Psychology of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332184) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Psychology of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332184) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Psychology of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332184) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Delve into the 15 distinct reasons that drive individuals to engage in philanthropic endeavors.
  • Uncover the concept of "giving archetypes" and discover how different donor personalities and motivations influence their giving patterns.
  • Acquire actionable insights into fostering effective communication between nonprofits and donors.
4. Charitable Giving and Donor-Advised Funds
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332201) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332201) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332201) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
  • To recognize how and why people give.
  • To identify different options for charitable giving, including restricted versus unrestricted gifts and current-use versus endowed gifts.
  • To analyze what a donor-advised fund is and the best way to use this tax-advantaged vehicle.
5. Community Foundations 101
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
  • To explain community foundations' core functions and significance in supporting local communities and driving positive change.
  • To identify the various types of assets that many community foundations can accept, ranging from cash and stocks to real estate and other forms of contributions.
  • To discuss the six types of funds available to donors and nonprofits when contributing to community foundations, including donor-advised and designated funds.
6. Corporate Philanthropy
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
CPA in Canada 1.5 CPD Eligible
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Portfolio Management and Wealth Planning for CIPM 1.5 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
  • To explore how purpose-driven branding goes deeper than just financial success.
  • To examine inspiring case studies of business leaders who have driven change by championing social and environmental causes.
  • Differentiate between corporate philanthropy, cause marketing, and their strategic applications.
7. Family Philanthropy
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332225) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332225) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332225) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • To gain the skills to identify and articulate your family's unique identity, values, and areas of focus.
  • To identify strategies to engage with generational shifts in values, priorities, and charitable interests, fostering a sense of continuity while embracing change.
  • To explore successful approaches to charitable giving, and discover effective communication strategies.
8. Five Mistakes Advisors Make Regarding Charitable Giving Advice
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
  • To develop the acumen to identify and navigate the common land mines that can jeopardize effective philanthropic advising.
  • To explore the foundations of informed and ethical philanthropic advising.
  • To recognize the dynamic nature of philanthropy and its evolving landscape.
9. Non-Cash Philanthropy: The Power of Untapped Resources
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
  • To explore diverse avenues of non-cash assets for charitable giving and discuss the implications of donating closely held stocks, tangible personal property, and real estate.
  • To explain and overcome common misconceptions and fears associated with non-cash giving.
  • To align your philanthropic aspirations with your financial planning. 
10. Life Insurance and Charitable Giving
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • To analyze the transformative potential of life insurance for charitable giving and family planning.
  • To discuss tax-efficient strategies to maximize the impact of life insurance, and explain how to align life insurance with financial objectives. 
  • To inspect how to navigate the complexities of life insurance through expert guidance. 
11. Mastering Philanthropy: Choosing the Right Giving Vehicle
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • To analyze and compare private foundations, commercial donor-advised funds, and community foundation funds; and gain insights into the intricacies of philanthropic decision-making and its broader impact on charitable initiatives.
  • To discuss the factors influencing the choice between Fidelity, Schwab, Vanguard donor-advised funds, community foundations, and family foundations.
  • To explain the optimal giving vehicle based on individual preferences and financial considerations.
12. Unlocking the Power of Real Estate: A Philanthropic Journey
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
  • To discuss the tax advantages of real estate donations, and explain the different methods of donating raw land, commercial properties, and residential real estate.
  • To analyze and navigate the legal complexities and requirements associated with real estate donations.
  • To explain the impact of real estate philanthropy and how it can benefit both donors and charitable causes.
13. Donating Passion Assets (Tangible Personal Property Donations)
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Portfolio Management and Wealth Planning for CIPM 1 PL Eligible
  • To explore the diverse range of passion assets, such as artwork, jewelry, antiques, collectibles, and sports memorabilia.
  • To identify different methods of disposing of passion assets, including gifting to friends and family, and selling to strangers.
  • To know how to develop personalized disposal strategies.
14. Philanthropic Opportunities with SECURE Act 2.0
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1365) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Tax Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Tax Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01711-23-S) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for CIPM 1 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1365) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Tax Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Tax Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01711-23-S) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for CIPM 1 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1365) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Tax Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Tax Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01711-23-S) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01711-23-S) 1 CE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for CIPM 1 PL Eligible
  • To describe how the SECURE 2.0 Act differs from the original.
  • To identify how the original SECURE Act, as well as the 2.0 version, affect charitable giving opportunities.
  • To analyze and master the intricacies of Required Minimum Distributions (RMDs) under SECURE Act 2.0.
15. Strategic Philanthropy Unveiled: Two Recent Complex Cases
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332286) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332286) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332286) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • To analyze the complexities of two recent charitable giving cases, and discuss evolving charitable donations and philanthropic strategies. 
  • To identify the critical roles of CPAs, wealth advisors, trusts & estates attorneys, and clients in structuring complex donations.
  • To explain collaborative approaches to maximize the impact of charitable giving, and analyze how to apply insights from real-world cases to future philanthropic endeavors.
16. Shifting Philanthropy: Mastering Donor-Centric Strategies
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • To identify key shifts in fundraising paradigms, and analyze philanthropic trends.
  • To discuss the intricacies of hosting purposeful events, and explain the principles of intentional gathering to enhance donor engagement and inclusivity. 
  • To analyze integrating practical engagement tactics and resources to amplify fundraising impact, and develop personalized skills to foster rapport, trust, and lasting donor commitments.
17. Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
  • To explore 10 common charitable giving mistakes made by donors or their advisors and analyze considerations surrounding non-cash asset disposals. 
  • To discuss the complexities and strategies in timing charitable gifts; and explain the significance of engaging the next generation in philanthropic discussion. 
  • To identify the benefits and complexities of Roth IRA conversations for charitable giving, emphasizing tax implications and optimal strategies. 
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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“The course provided invaluable insights into the strategic side of philanthropy. A must for anyone aiming to make a meaningful impact in the world. Bravo to the speaker for the in-depth understanding and great handouts. ”

Harry Dickens
Harry Dickens, CPA US

Philanthropy Professional

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Deborah Davenport
Deborah Davenport, CFIRS

Philanthropy Professional

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Tools for Complex Philanthropy

“I appreciated the depth of knowledge shared by the instructors. This certification has equipped me with the tools to navigate complex philanthropic scenarios. 6 certifications completed and the story continues.”

Josh Clemente
Josh Clemente, CFA

Philanthropy Professional

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Frequently Asked Questions

The Strategic Giving & Philanthropy Certification covers a wide range of topics. It includes current trends in philanthropy, reasons people give, different giving vehicles, corporate and family philanthropy, non-cash assets, life insurance, real estate philanthropy, and legal considerations to name a few. Further, common mistakes and strategic guidance in dealing with corporate philanthropy, family philanthropy, and various generations.

The Strategic Giving & Philanthropy Certification equips you with the knowledge and skills needed to navigate the dynamic world of philanthropy. You can use the philanthropy motives in strategic advantages and avoid common pitfalls. From understanding current trends to mastering different giving vehicles, you gain insights for informed and impactful philanthropic endeavors.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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