Bust The Top 5 Myths Of Planned Giving 1 Credit
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Planned giving is also referred to as gift planning* or legacy giving. It enables philanthropic individuals to make larger gifts to charitable organizations than they could make from ordinary income.
Join the Planned Giving evangelist as he smashes the insidious myths around Planned Giving. Like the one that says you need a lot of money. And you need expertise. And Planned Giving will hurt your other fundraising. Plus others. Tony Martignetti is an attorney, but he doesn’t talk like one. In plain language—weaving in his stand-up comedy—he'll leave you inspired and empowered to get going with Planned Giving.
Key topics discussed in this CPE webinar for CPAs:
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Tony Martignetti is the evangelist for Planned Giving. He’s been starting and growing Planned Giving programs since 1997. A former attorney, he’s now launched Planned Giving Accelerator, a membership community to create 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com.
In the Air Force, during the Reagan years, Tony controlled the keys to 10 nuclear missiles. Off duty, the keys started his Toyota.
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
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.
TF
Tony Martignetti is an entertaining presenter that keeps you engaged throughout the learning process.
JCHW
The instructor was good, but in the last part of the on demand video, his voice was cutting out constantly.
Dec 24, 12:30 PM ET
Dec 26, 12:30 PM ET
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