Community Foundations 101 1.5 Credits
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Do you THINK you know what a community foundation is?
A community foundation is a tax-exempt, nonprofit, publicly supported philanthropic organization with the long-term goal of building permanent, named funds, for the broad-based public benefit of the residents in a given area. There are well over 600 of them across the fifty U.S. states---with some states having one and others having several dozen.
Explore the fundamental principles that define a community foundation and learn how they serve as a driving force for positive change. Understand the long-term vision of community foundations as they work to create permanent, named funds that benefit the entire community. Learn how you can contribute to shaping a lasting legacy that reflects your values and aspirations.
Key topics covered in this course:
Join this CPE Webinar, it will give you everything you need to know as a primer: what makes a community foundation valuable, what types of assets many can accept, the six different types of funds donors and nonprofits can choose from, and the different types of investment choices.
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| 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321307) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321307) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321307) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE031) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 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 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 |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 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 |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
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.
AK
It was a good high level course
JS
The presentor covered the topic of charitable giving for Community foundations in a concise manner and the presentation very good.
Dec 26, 12:30 PM ET
Jan 06, 01:00 PM ET
Jan 22, 12:30 PM ET
Jan 23, 12:30 PM ET
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