MYCPE ONE

Current Trends in Charitable Giving 1 Credit 1 Credit

Mar 02, 2026, 11:30 AM EDT

Current Trends in Charitable Giving 1 Credit 1 Credit

  • Richard Peck

    | CFP,MBA,BA

  • Rating

    4.5

  • Published on

    April, 2025

  • Subject Area

    Specialized Knowledge

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Mar 02, 2026, 11:30 AM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Discuss key forces influencing today’s charitable giving landscape. 
  • Identify shifts in donor behavior and motivations.  
  • Analyze the impact of public policy on giving patterns.  
  • Explore tools and tactics for modern philanthropic engagement.  
  • Explain donor-advised fund dynamics and payout trends.

Course Overview

Charitable giving is transforming—fast. With billions donated each year and new waves of donors stepping in, philanthropy is evolving into something more intentional, strategic, and impact driven. What’s behind this shift? How are donors changing the way they give? And what does it mean for the future of nonprofits and fundraising? Whether you're a donor, advisor, or nonprofit leader, these are questions you can’t afford to ignore. 

This insightful CPE course unpacks the latest trends shaping the world of giving—from the explosive growth of donor-advised funds (DAFs) to generational shifts in donor behavior. We’ll examine what’s influencing today’s giving patterns, explore how public policies and economic forces affect philanthropy, and discuss how new models like collective giving and limited-lifespan foundations are gaining traction. Whether you want to deepen your impact or guide others in doing so, this session is packed with timely, actionable insights. 

Major Topics: 

  • Donor-Advised Funds Growth 
  • Trends Reshaping Philanthropy 
  • Collective Giving Models 
  • Tax Policy & Giving 
  • Nonprofit Sector Challenges 

By the end, you’ll walk away with the knowledge and confidence to navigate the philanthropic landscape with purpose and strategy. Join us to be part of the conversation—and the solution. 

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 CPE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344668) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for CIPM 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344668) (Valid upto : Dec 31, 2026) 1 CE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
CIPM 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible

Additional Information

Credit

1

Credit

1

Course Level

Intermediate

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 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 through its website: www.nasbaregistry.org.

CFP BOARD APPROVED

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

MY-CPE LLC, is an approved Continuing Education (CE) provider registered with the Certified Financial Planner (CFP) Board (Provider Number - 8061). CE credits are granted based on a 50-minute hour, in accordance with the standards set by the CFP Board. Please note that the CFP Board has the final authority on the acceptance of individual courses for CE credit.

Step into the world of CPA CPE courses with MYCPE ONE. Our online courses make earning your CPA CPE credits simple and stress-free. Covering a variety of topics taught by experienced professionals, we offer the flexibility to learn on your schedule and at your pace. Say goodbye to outdated methods and hello to a smarter way to grow your expertise. Start your journey to professional success with us today! 


About Instructor

Richard Peck

Richard Peck | CFP,MBA,BA

Founder, Richard C. Peck Consulting, LLC

  • 4.6
  • rating
  • rating
  • rating
  • 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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 professional organizations 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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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

Excellent (54%)

Very Good (38%)

Average (7%)

Poor

Terrible

LD

Louis Demarchis, CPA (US)

5

Interesting presentation. Covers Pay-Out ratio, who gives and charity types that receive the most funds. Insightful look into the future. Recommended.

WD

Wendy Darcy, CPA (US)

5

I found the course very useful and interesting with very current information. Presenter was great - clear to understand and follow.

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