Join Maeve Miccio, Head of Philanthropic Consulting at Fidelity Investments, for an important look at how to best incorporate philanthropic giving into financial plans.
This session will highlight the optimal practices for smarter client giving, including:
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Evaluating nonprofits (board composition, programs, finances, etc.)
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Identifying your top personal values and how they connect with your philanthropic giving
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Exploring various philanthropic approaches (big vs. small organizations, local vs. global, tried and true vs. new organizations, etc.)
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Developing a personal/family mission statement
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How to involve children and heirs
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.