This series will offered practical charitable giving strategies and real-world examples to help you deepen client relationships, add value to your advisory practice, and guide clients with confidence at year-end and beyond.
Topics
Use the links below to view the the webinar recording and relevant reference materials.
- October 16 – Giving To, Through, and With the Community Foundation
- October 23 – CFCG: Your Local Donor Advised Fund Provider
- October 30 – Charitable Giving Tips for Year End
- Bunching Contributions into a Donor Advised Fund
- Gifts of Appreciated Stock
- IRA Qualified Charitable Distributions
- More Year-End Giving Tips that are Easy and Impactful
- November 6 – The One Big Beautiful Bill & Tax Changes on the Horizon
- November 13 – Family Philanthropy as a Tool for Engagement