Corporate Philanthropy 1.5 Credits
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In today's fiercely competitive business environment, a company's identity transcends the mere products or services it offers. The paradigm has shifted towards a realization that successful companies leverage the potency of purpose-driven branding, an approach that transcends conventional marketing strategies.
Companies like Ben & Jerry's serve as shining examples of organizations that are celebrated not just for their delectable ice cream but for their unwavering commitment to meaningful causes. They have demonstrated that it is possible for businesses to forge a lasting impact and become forces for positive change in the world.
The essence of purpose-driven branding lies in aligning a company with causes that resonate with its core values and mission. This alignment allows companies to engage in meaningful endeavors that extend beyond profit-making, fostering a deep connection with their audience and the broader community. By doing so, these companies don't just sell products; they sell a vision, a set of values, and a purpose that transcends the bottom line.
In conclusion, the modern business landscape demands more than just competitive products or services; it calls for a purpose-driven approach to branding and corporate responsibility.
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| License details | Credits | Status |
|---|---|---|
| Specialized Knowledge for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Specialized Knowledge for 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 |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (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 |
| Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2024) | 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 |
| Specialized Knowledge for 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 |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (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 |
| Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2024) | 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 |
| Specialized Knowledge for 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 |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2024) | 1.5 CE | Approved |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (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 |
| Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2024) | 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 CPE | Approved |
| Specialized Knowledge for CPA in Canada | 1 CPD | Eligible |
| 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 |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | 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 |
| 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 |
| Portfolio Management and Wealth Planning for CIPM | 1 PL | Eligible |
| Charitable Giving for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | 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.
MER
Very thought provoking . Are there any books written by the presenter?
BB
great
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