Guest Expert: Jim Carpenter, CAP and Dennis LaddDid 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 ...
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Subscribe NowDid 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
