Webinar Registration

Tax-Smart Giving Strategies for your Charitable Giving Goals

Mary J
Senior Manager, Charitable Consulting
Mary Jovanovich, CAP®
DAFgiving360™ (Schwab Charitable)

Mary Jovanovich is committed to helping financial consultants and advisors build successful practices and deepen relationships with their clients by incorporating charitable planning into their wealth management strategies. Mary is Senior Manager of Charitable Consulting for DAFgiving360™. She has over 17 years of experience with Charles Schwab, including roles in Schwab Wealth Advisory, where she provided strategic supervisory guidance for managers and portfolio consultants offering investment advisory solutions.

Mary obtained her master’s degree in management from Indiana Wesleyan University, her master’s degree in philanthropy from Indiana University’s Lilly Family School of Philanthropy, and a Certificate of Effective Philanthropy from Stanford Center on Philanthropy and Civil Society. She holds several FINRA securities registrations (Series 7, 9, 10, 24, 63, and 66) and the Chartered Advisor in Philanthropy (CAP®) designation.

Mary has over 25 years of experience serving the nonprofit sector. She is a current board member for Advisors in Philanthropy and an emeritus member of the Integrating Women Leaders Foundation and Dress for Success Indianapolis.

Register

There’s no time like the present to look at tax strategies for charitable giving, and with life’s competing priorities, you may be seeking a simpler, tax-smart approach to make giving more efficient this year. Join Mary Jovanovich, CAP® from Schwab Charitable to learn about timely charitable giving strategies to help you achieve maximum impact on the causes you care about. 

Topics Mary will cover include:

  • Tax-smart charitable giving strategies to consider this year
  • Insights on how donors leverage appreciated non-cash assets for philanthropic impact
  • Innovative tools and resources to help you navigate the tax benefits of giving and help guide your planning efforts
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*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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.
 

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