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Strategic Philanthropy Unveiled: Two Recent Complex Cases 1 Credit

Strategic Philanthropy Unveiled: Two Recent Complex Cases 1 Credit

  • Rating

    4.4
  • Reviewed on

    March, 2024
  • Subject Area

    Specialized Knowledge

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Sep 17, 2024 | 11:30 AM ET

Learning Objective

  • To analyze the complexities of two recent charitable giving cases.
  • To discuss the evolving landscape of charitable donations and philanthropic strategies.
  • To identify the critical roles of CPAs, wealth advisors, trusts & estates attorneys, and clients in structuring complex donations.
  • To explain collaborative approaches to maximize the impact of charitable giving.
  • To analyze how to apply insights from real-world cases to future philanthropic endeavors.

Course Overview

Are you ready for a thrilling and intellectually stimulating ride into the world of complex charitable giving? Join us for our advanced course designed for professionals who are not faint of heart. This course delves into two intricate, current, and ever-evolving charitable giving cases that highlight the crucial role of CPAs, wealth advisors, trusts & estates attorneys, and clients in creating a profound impact for nonprofit organizations.

In today's philanthropic landscape, navigating complex donation structures is both a challenge and an opportunity. Our online webinar will provide you with the insights, strategies, and knowledge required to tackle these challenges head-on. You'll gain a deep understanding of the intricacies involved in structuring complex donations and discover how collaboration between professionals and clients can lead to meaningful outcomes for nonprofit causes.

Major Topics Covered:

  • The complexities of two recent charitable giving cases.
  • The evolving landscape of charitable donations and philanthropic strategies.
  • The critical roles of CPAs, wealth advisors, trusts & estates attorneys, and clients in structuring complex donations.
  • Collaborative approaches to maximize the impact of charitable giving.
  • How to apply insights from real-world cases to future philanthropic endeavors.

By the end of this CPE course, you'll be well-prepared to handle complex charitable giving cases with confidence and competence. You'll understand the importance of teamwork and the role each professional plays in achieving the client's philanthropic goals. Join us for this enlightening and impactful journey through recent cases that exemplify the power of strategic giving.

  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 General Credit of Specialized Knowledge for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321309)

    Valid upto : Dec 31, 2024

  • 1 PL Credit of Financial Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Charitable Giving for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial Planning for Certified Senior Advisor (CSA)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Charitable Giving for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE047)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Charitable Giving for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC)
  • 1 CE Credit of Charitable Giving for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE047)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Charitable Giving for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Financial Planning for CIPM
  • 1 CE Credit of Philanthropic Planning for Chartered Advisor in Philanthropy (CAP)
  • 1 CE Credit of Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 23MYCPE047)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Charitable Giving for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA)

  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 General Credit of Specialized Knowledge for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321309)

    Valid upto : Dec 31, 2024

  • 1 PL Credit of Financial Planning for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Charitable Giving for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial Planning for Certified Senior Advisor (CSA)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Charitable Giving for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Charitable Giving for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC)
  • 1 CE Credit of Charitable Giving for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Charitable Giving for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Financial Planning for CIPM
  • 1 CE Credit of Philanthropic Planning for Chartered Advisor in Philanthropy (CAP)
  • 1 CE Credit of Charitable Giving for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1

Course Level

Basic

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 (Sponsor Id#: 143597) 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.

About Instructor

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.

Ratings and Review

4.4

Excellent

Very Good

Average

Poor

Terrible

MT

Millie Tutlam, CPA (US)

This was an excellent CPE. The presenter was great in explaining the two complex philanthropy cases. I recommend this CPE for those wanting to understand complex charitable giving.

NJ

Neha Jadhav, CFP® (US)

great class with two real life case examples

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

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  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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