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.
- 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”.