missy@financialexpertsnetwork.com1 week 2 days ago
A few comments from listeners when they were asked what the learned from the webinar:
To make absolutely sure that the client has a contemporaneous written acknowledgement of the gift from the donee - Owen H.
A tremendous amount of new and practical information about charitable giving. - Mark Z.
Always ask clients during onboarding process to list 3 areas they would like to help improve either through giving of their time of charitable contributions. - Benay C.
They did an excellent job on clarifying DAF and CGA's. - Rory V.
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To make absolutely sure that the client has a contemporaneous written acknowledgement of the gift from the donee
- Owen H.
A tremendous amount of new and practical information about charitable giving.
- Mark Z.
Always ask clients during onboarding process to list 3 areas they would like to help improve either through giving of their time of charitable contributions.
- Benay C.
They did an excellent job on clarifying DAF and CGA's.
- Rory V.