Five Mistakes Advisors Make Regarding Charitable Giving Advice 1 Credit
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Smart advisors make poor choices, and this can have very negative effects on the clients they serve. Neglect, ignorance, blatantly wrong information, advisor bias…your clients deserve better than that!
You work with your clients to identify their philanthropic goals, the causes they want to support, and the most appropriate vehicles for making charitable gifts. Then your job is done, right? Not so fast. If the strategy is poorly executed, it can undermine the impact of those gifts.
In this CPE Webinar, we delve into the critical importance of informed decision-making for smart advisors. Discover the far-reaching consequences that misguided choices can have on the clients they serve, from neglect and ignorance to biased advice and inaccuracies. Your clients deserve the utmost care, and this course equips you with the tools to deliver just that. With a staggering $500 billion donated annually in the U.S. alone, staying updated is not just advantageous – it's crucial for the advancement of philanthropic causes.
Major Topics Covered:
Join this CPE Course and learn how to avoid the land mines that other advisors and their clients have walked into. We will discover how to navigate challenges, make informed decisions, and provide top-tier guidance that truly honors your clients' intentions.
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| 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. 321306) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE044) (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. 23MYCPE044) (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. 23MYCPE044) (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 Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | 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. 321306) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE044) (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. 23MYCPE044) (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. 23MYCPE044) (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 Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | 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. 321306) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Specialized Knowledge for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE044) (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. 23MYCPE044) (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. 23MYCPE044) (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 Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 321306) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| 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 Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Charitable Giving for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | 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.
MS
The presenter showed his experience as a financil planner with his presenter skills and with handout materials. People should attend this webinar to avoid making mistakes with clients future plans on contributions.
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I enjoyed the presentation and found it very informative. Learned a few new things. Speaker spoke clear, was easy to follow, and I enjoyed the personal experiences. Video quality was good.
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