1 CPE credit of Specialized Knowledge for all CPAs
1 CPD credit (Verifiable) for CPA/PFS
1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 CE credit for Certified Senior Advisor (CSA)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
The Art of Effective Communication
Deferring Capital Gains Taxes in the Biden Era
Best Practices: Payroll Tax Withholding and Related Matters
How to Handle Multistate employees’ Tax Withholding and Related Issues Correctly
Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
People-centric Skills: Crucial Communications
PEO 101: An Introduction to PEOs
ABC's of AB5 - Independent Contracts
Using Pension Plans to Attract and Retain Employees – USA and Canada
Distributions from IRAs and Qualified Retirement Plans
Succession and Exit Planning
Should I Tap My IRA or Social Security First?
IFRS 15 - Revenue Recognition
Form 1099 Latest Developments
Overview and Key Essentials: Form 1040 Individual Tax Return
Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away
There’s an insidious myth about planned giving fundraising: that it means talking to donors about death.
Because of it, lots of fundraisers avoid meaningful conversations about Planned Giving with their most loyal donors.
Together, we can fix this.
Join the Planned Giving evangelist, Tony Martignetti, for a fast-paced online CPE webinar that will show you how to engage your donors in fruitful discussions about Planned Giving – while avoiding the dreaded “d-word.”
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.
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.
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!