Course

If you’re a financial adviser keen to appeal to women and millennials—the primary beneficiaries of the global intergenerational wealth transfer—Thoughtful Philanthropy’s new online course is for you.

You’ll learn:

  • About the business value of offering charitable giving advice alongside other financial planning services
  • The tax benefits of charitable giving for high net worth clients
  • How to identify the primary vehicles for charitable giving and match them to appropriate clients
  • How to fit charitable giving into the broader continuum of value-driven money management

You’ll also gain:

  • One hour of structured CDP credit
  • Two BONUS resources just for course participants: “The Charitable Giving Plan Worksheet” and “Starting the Conversation About Giving”.

Enroll in the one-hour online course today!