Mastering Philanthropy: Choosing the Right Giving Vehicle 1 Credit
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Are you navigating the complex world of philanthropic giving and wondering which avenue best suits your charitable goals? Our CPE course is designed to provide you with the insights needed to make informed decisions.
In this informative webinar, we delve into the intricacies of various giving vehicles, helping you understand the key distinctions between private foundations, commercial donor-advised funds offered by industry giants like Fidelity, Schwab, and Vanguard, and community foundation funds. We demystify the decision-making process by addressing crucial questions. When is it advantageous to choose a community foundation over a family foundation? Why might you opt for a family foundation over a commercial donor-advised fund, or vice versa?
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Our experienced instructors will guide you through these nuanced choices, shedding light on what makes sense for different scenarios and varying financial levels. By the end of this course, you'll have a clear understanding of the best approach to achieve your philanthropic aspirations, aligning them with the right giving vehicle.
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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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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.
RJ
Great presenter and gives great advice on how to conduct a charitable giving conversation with a client.
TS
I would have enjoyed a bit more discussion on private foundations
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