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Key Highlights

Adept the Art of Strategic Giving

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

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

Modules

Module Name

Duration

The Case for Offering Charitable Giving Services: Facts and Overview

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Current Trends in Charitable Giving

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

15 Reasons People Give and How to Customize Your Engagement with Them

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Charitable Giving and Donor-Advised Funds

1.5 Hours

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Community Foundations 101

1.5 Hours

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Corporate Philanthropy

1.5 Hours

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Family Philanthropy

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Five Mistakes Advisors Make Regarding Charitable Giving Advice

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Non-Cash Philanthropy: The Power of Untapped Resources

1 Hour

  • 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. 
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Life Insurance and Charitable Giving

1 Hour

  • 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. 
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Mastering Philanthropy: Choosing the Right Giving Vehicle

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Unlocking the Power of Real Estate: A Philanthropic Journey

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Donating Passion Assets (Tangible Personal Property Donations)

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Philanthropic Opportunities with SECURE Act 2.0

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Strategic Philanthropy Unveiled: Two Recent Complex Cases

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Shifting Philanthropy: Mastering Donor-Centric Strategies

1 Hour

  • 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.
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them

1 Hour

  • 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. 
Instructor
Richard Peck
Richard Peck

Founder , Richard C. Peck Consulting, LLC

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

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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.

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