Charitable Giving and Donor-Advised Funds 1.5 Credits
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As per Fidelity's data, donor-advised funds have emerged as the fastest-growing charitable giving vehicle in the United States.
To navigate this dynamic landscape of philanthropy effectively, it is crucial to understand the motives behind people's giving, the diverse methods they employ to contribute, the significance of endowments, the implications of restricted giving, and the wide array of funds, investments, and assets that donors can choose from.
In this CPE Webinar, we offer comprehensive insights into the world of charitable giving. Attendees will gain a deeper understanding of the underlying reasons that drive individuals and organizations to make charitable contributions and the different avenues through which they can do so. Exploring the concept of endowments and the nuances of restricted giving will enable attendees to appreciate the long-term impact of their charitable endeavors.
A significant focus of this course will be on donor-advised funds (DAFs), which have been garnering increasing popularity as a flexible and efficient giving vehicle. Attendees will receive an in-depth overview of DAFs, covering their structure, benefits, and how they can effectively use them to fulfill their charitable goals.
Major Topics Covered:
Join this online CPE Webinar, you will equip yourself with the knowledge and tools necessary to better guide your clients in their charitable giving endeavors.
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| License details | Credits | Status |
|---|---|---|
| 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321304) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 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 |
|---|---|---|
| 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321304) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 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 |
|---|---|---|
| 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321304) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 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 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 |
| 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 Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Portfolio Management and Wealth Planning for CIPM | 1 PL | Eligible |
| Charitable Giving for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.
For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.
Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.
Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
I have a very significant client who is anticipating a gift of tens of millions of dollars to his alma mater. This seminar is very timely. Thank you.
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