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.Â
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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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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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.
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.
SM
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