Non-Cash Philanthropy: The Power of Untapped Resources 1 Credit
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Cash often takes the spotlight in a world where philanthropy plays a crucial role. Yet, beneath the surface lies a realm of untapped resources, waiting to be harnessed for creating meaningful impact. Embark on a captivating journey with our dynamic webinar.
This CPE course is your gateway to a new dimension of charitable contribution. Delve into the intricacies of non-cash assets, such as closely held stock, tangible personal property, and real estate, and unveil the hidden potential they hold for driving positive change.
Guided by expert Richard Peck, you will gain a deep understanding of the strategies, benefits, and challenges that come with channeling non-cash assets into philanthropic endeavors. By the end of this enlightening journey, you'll not only have unraveled the mysteries of non-cash giving but also developed the skills to integrate it seamlessly into your financial planning. With this knowledge in hand, you'll embark on a path where charitable aspirations meet practical financial strategies, creating a legacy that resonates far beyond the present.Â
Key topics covered in this course:
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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 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.
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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.
AEHI
The information was delivered in a well organized way. I was very pleased with both the content and the skill of the Presenter in his delivery.
KA
As usual, I gather a couple of fresh ideas that appeal to my clients. Very good seminar with alot of interesting ideas.
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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 - fastest in the industry.
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