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Charitable Planning Essentials
Presented by Jim Carpenter, CAP and Dennis Ladd

Did you know that virtually all high-net-worth clients give to charity annually, and the majority are looking to you to help them be more strategic? Discover how to incorporate charitable planning as part of a holistic wealth management offering, to deepen client engagement and build new relationships while meeting the growing demand for strategic philanthropic solutions.

In this CE/CPE eligible session you will learn the essentials you need to confidently facilitate charitable planning conversations with clients including:

·         Charitable giving tax strategies
·         Common charitable vehicles
·         How to start a charitable conversation with clients
·         Charitable planning best practices

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