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This session will highlight best practices for Smarter Giving to include:

  • Evaluating nonprofits (board composition, programs, finances, etc.)
  • Identifying your top personal values and how they connect with your philanthropic giving
  • Exploring various philanthropic approaches (big vs. small organizations, local vs. global, tried and true vs. new organizations, etc.)
  • Developing a personal/family mission statement
  • How to involve your children

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A CFP ID number will be required in order to receive CE credit for this webinar.