Learn the latest trends in charitable giving and become knowledgeable about recent law changes.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Learn effective strategies for talking to your clients about charitable giving.
- Explore various charitable giving structures, such as private foundations, donor-advised funds, and charitable trusts
- Discover ways to involve the next generation of the family in charitable giving, fostering a legacy of philanthropy.
Major Topics
- How to talk to your clients about charitable giving
- Charitable giving structures (private foundations, donor advised funds, etc.)
- Involving the next generation of the family