Limited Period Access to myCPE Prime Unlimited CPE Access starting at $199. Subscribe Now

Bust The Top 5 Myths Of Planned Giving

  • Accountant
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS

Published: November, 2021

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is planned giving
    5 mins
  • Who are the best prospects for planned giving
    12 mins
  • How to get started: Charitable bequests
    19 mins
  • If you decide to go further
    29 mins
  • Where We've been
    40 mins

Course Description

Planned giving is also referred to as gift planning* or legacy giving. It enables philanthropic individuals to make larger gifts to charitable organizations than they could make from ordinary income.

Join the Planned Giving evangelist as he smashes the insidious myths around Planned Giving. Like the one that says you need a lot of money. And you need expertise. And Planned Giving will hurt your other fundraising. Plus others. Tony Martignetti is an attorney, but he doesn’t talk like one. In plain language—weaving in his stand-up comedy—he'll leave you inspired and empowered to get going with Planned Giving.

Key topics discussed in this CPE webinar for CPAs:

  • What Planned Giving is
  • Who the best prospects are
  • Where to start your Planned Giving program
  • How to market your program
  • What the Top 5 Myths are

Learning Objectives

  • To define Planned Giving
  • To explain how to start Planned Giving program and how to market it
  • To know the top 5 Myths surrounding the Planned Giving program

Recommended For

  • This online CPE webinar is recommended for CPAs and other professionals working with Nonprofit organizations. 

Who Should Attend?

  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Nonprofit Board Members
  • NonProfit CEOs
  • Nonprofit Executive Directors
  • NonProfit Fundraisers
  • Nonprofit Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit of Specialized Knowledge for Accountant/Bookkeeper/Tax Professionals
  • 1 PL Credit of Alternative Investments for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPE Credit of Charitable Giving for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Charitable Giving for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Charitable Giving for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Charitable Giving for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Charitable Giving for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Charitable Giving for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Alternative Investments for Certificate In Investment Performance Measurement (CIPM)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Tony Martignetti

Consultant, Planned Giving Accelerator

Tony Martignetti is the evangelist for Planned Giving. He’s been starting and growing Planned Giving programs since 1997. A former attorney, he’s now launched Planned Giving Accelerator, a membership community to create 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com.

In the Air Force, during the Reagan years, Tony controlled the keys to 10 nuclear missiles.  Off duty, the keys started his Toyota.

 

About Company

Planned Giving Accelerator

plannedgivingaccelerator.com

Most successful nonprofits aren’t funded exclusively through annual giving programs or foundation and government grants.

Instead, they rely on a secret weapon: Planned Giving.

But for too many small- and mid-sized nonprofits, Planned Giving is a black box – a tool that is seen as too complicated and costly.

The reality, though, is that most nonprofits have what it takes to create a successful Planned Giving program. They just need some guidance on how to get started.

Download my free, timely, and practical guide for creating a Planned Giving program at your nonprofit – and start building your pipeline of legacy gifts today!


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

4 Ratings

Excellent

2

Very Good

1

Average

1

Poor

0

Terrible

0

cookies_image

We use cookies to make your experience on this website better