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myCPE

Current Trends in Charitable Giving 1 Credit

Sep 05, 2024, 09:30 AM ET

Current Trends in Charitable Giving 1 Credit

  • Rating

    4.4
  • Reviewed on

    March, 2024
  • Subject Area

    Specialized Knowledge

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Sep 05, 2024, 09:30 AM ET

Learning Objective

  • To explore the impact of the COVID-19 pandemic on philanthropic giving and the response of donors during this challenging period.
  • To examine the predictions made by leading experts regarding the philanthropic landscape in 2023.
  • To discover effective strategies for both donors and charitable organizations to navigate the evolving trends in philanthropy.

Course Overview

Did you know that in 2021, a remarkable half a trillion dollars were donated to charitable causes?

This staggering figure represents a collective commitment to making the world a better place. Philanthropy has always played a pivotal role in driving positive change, but its impact has become even more significant in recent years.

People are not just interested in what's happening now but also in the trends that have shaped philanthropy over time and what might unfold in the future. It's like taking a journey through the evolving landscape of giving. In this informative CPE Webinar, we invite you to join us on this journey. We'll start by looking back at the charitable giving landscape during the tumultuous year of 2020 and how it continued to evolve through 2022. From there, we'll dive into the projections for 2023, as shared by leading experts in the field. This webinar is your opportunity to gain insights into the ever-changing world of philanthropy. Discover how giving trends have transformed, what motivates donors today, and how philanthropic strategies are adapting to the challenges and opportunities of our times.

Major Topics Covered:

  • Giving USA 2023 Report: 2022 Statistics
  • National Philanthropic Trust 2022 Report/Donor-Advised Fund Statistics: 2021 Statistics
  • Philanthropy Trends to Watch in 2023
  • What’s next for 2023 and 2024?
  • US Trust Study of the Philanthropic Conversation
  • The Fidelity Report on Philanthropy and Advisors
  • Entry Points

Join us for an engaging discussion on the past, present, and future of philanthropy, and learn how you can be a part of this incredible journey of making a positive impact on the world.

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
Financial 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
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial 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
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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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
  • 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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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.

JH

Jean Hess, CRTP
5

Topic was excellent. Wish presenter had slides that compared the year over year and the types / percentages. Thanks for sharing.

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