myCPE
myCPE

Charitable Giving and Donor-Advised Funds 1.5 Credits

Sep 12, 2024, 01:00 PM ET

Charitable Giving and Donor-Advised Funds 1.5 Credits

  • Rating

    4.5
  • Reviewed on

    March, 2024
  • Subject Area

    Specialized Knowledge

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Sep 12, 2024, 01:00 PM ET

Learning Objective

  • 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.

Course Overview

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:

  • Why and How Do People Give?
  • What is a Nonprofit or a 501(c)3
  • Current-use vs. Endowed, and Restricted vs. Unrestricted
  • Types of Funds, and types of Investments
  • Assets to Consider Donating
  • Categories of Giving (Annual/Major/Principal/Planned)

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.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

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
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332201) (Valid upto : Dec 31, 2025) 1.5 CE Approved
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
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 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
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Financial Planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 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
Financial Planning for Certified Senior Advisor (CSA) 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

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Richard Peck
Richard Peck

Founder, Richard C. Peck Consulting, LLC

  • 4.6
  • rating
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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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

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Owen Mccafferty
Owen Mccafferty, CPA (US)
5

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.

JA

James Akoury, CPA (US)
5

Mr Peck was well versed in the subject matter and presented it well with definitions and examples

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