Skip to main content
Register

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

Register for Webinar

Form container
Personal Info
Complete the form below
Name
Survey Data
A CFP ID number will be required in order to receive CE credit for this webinar.