Webinar Registration

Innovative Gifting Opportunities with New Technologies

Boost Your Client's Charitable Giving outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, June, 17

04:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Emily Rasmussen

Founder and CEO Grapevine

Nelle Schantz

Vice President Fidelity Charitable

What You'll Learn

Fueled by younger generations accumulating and inheriting wealth, a major shift is underway in how Americans give, the tools…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Fueled by younger generations accumulating and inheriting wealth, a major shift is underway in how Americans give, the tools they use and even what motivates them. The pandemic accelerated existing trends, increasing the use of digital giving tools and refocusing the charitable causes that donors see as most important.

Charitable giving platforms, like GoFundme.com, allow donors to socialize the causes they support and raise donations through the use of Giving Circles. Giving Circles are formed by like-minded people who pool their resources to support causes they all support. It's estimated that 13% of all charitable donations are made online and giving circles account for over $1 billion in annual donations.

This webinar will feature a close look at the trends in charitable giving and new approaches to giving that can help you work with your clients to make a stronger impact through their charitable giving strategy. Special guests include

Nelle Schantz, Vice President of Advisor and Donor Marketing & Education at Fidelity Charitable helping donors support nonprofits with $51 billion in grants through a donor-advised fund program.
Emily Rasmussen, founder and CEO of Grapevine, a group giving platform that helps groups of friends, families, alumni and ore to create Giving Circles.

Attendees will learn:

The latest trends in giving driven largely by generational changes
How giving circles work
How clients can use turnkey platforms to amplify their charitable giving

*CE Eligible: One CE credit will be submitted to the CFP Board on behalf of attendees. Complete certificates are also provided to attendees for self- reporting for those with American College designations (CLU, CHFC and RICP), CIMA, and NAPFA members.

*CPE Eligible: Participants will earn 1 CPE credit and will receive a completion certificate for self-reporting their credit.

Subscriptions are $12 a month.

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.