Webinar Registration

Tax-Smart Giving Strategies for your Charitable Giving Goals
Boost Your Client's Charitable Giving outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, July, 23
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Mary J
Mary Jovanovich, CAP®
Senior Manager, Charitable Consulting DAFgiving360™ (Schwab Charitable)
Presenter Bio

What You'll Learn

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…

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What You'll Learn
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Webinar Description

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

     

*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.