Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them 1 Credit
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Unlock the intricacies of charitable giving pitfalls with our comprehensive CPE course Led by Richard Peck and Theresa M. Curry. It delves deep into critical errors made by advisors and their clients. Explore proactive strategies, educational initiatives, and the art of rectifying these missteps to elevate your practice and client relationships.
Through this specialized course, identify misjudgments such as the exclusive focus on Donor-Advised Funds (DAFs), oversight in addressing the disposal of non-cash assets, and the timing complexities surrounding charitable gifts. Gain insights into navigating real estate donations, utilizing Qualified Charitable Distributions (QCDs), and crafting effective language for bequests. Learn the art of engaging the next generation, maximizing Roth conversions for charitable giving, and the impact of failing to update plans regularly.
Major topics covered in this webinar:
Master industry insights and case studies to fortify your advisory role and expand your clientele in charitable planning. Elevate your practice with our CPE course, turning pitfalls into opportunities for your clients' lasting legacies. Join today to unlock the power of informed charitable planning.
| 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 |
| Financial Planning 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 |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 322125) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| Financial Planning 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 |
| Financial Planning 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 |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 322125) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| Financial Planning 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 |
| Financial Planning 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 |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 322125) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Specialized Knowledge for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning 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 |
| Specialized Knowledge for Retirement Management Advisor (RMA) (Approval No. 24MYCPE002) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| Financial Planning 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 |
| Financial Planning 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 |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 322125) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Planning 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 |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
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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 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.
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