The Case for Offering Charitable Giving Services: Facts and Overview 1 Credit
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It is becoming more and more difficult to differentiate oneself as a CPA, trusts & estates, or wealth advisory firm. With a “race to the bottom” on fees and increased commoditization of these types of services, what is an advisor’s differentiator? Based on surveys and research, clients WANT to have the philanthropic conversation and show their appreciation by offering additional assets…and sticking around.
This course will give you the confidence to build charitable giving into your practice! We explore the compelling case for integrating charitable giving services into your practice. This course provides valuable insights, research-backed facts, and practical strategies to help you confidently incorporate charitable giving into your services, attracting and retaining clients for the long term.
Major Topics Covered:
Join this CPE Webinar to engage in conversations that resonate with your clients, foster loyalty, and enhance your overall business success.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Estate 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 |
| 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 |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Charitable Giving 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 |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 322126) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| 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 |
| 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 |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Charitable Giving for Chartered Special Needs Consultant (ChSNC) | 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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