Speakers: Neil Goltermann, JD, Nicholas J. De Jong, MAS, CPA, CFP®, Brett Dale, JD, CPA, and Brandy Harrington, CFP
Topic: Philanthropy in Practice: Win by Talking to Clients about Giving … and Do it Well
Professional advisors are powerful agents for philanthropy. Accountants, attorneys, financial planners, life underwriters, trust officers and other wealth strategists are all uniquely positioned to help their clients understand how to make a meaningful impact for their favorite causes. By raising the question of philanthropy with clients, advisors can distinguish their practices, foster trust and goodwill, and develop a deeper understanding of their client’s passions and motivations to serve them more effectively.
Join us for a lively discussion with a panel of distinguished advisors as we explore how they engage their clients on the subject of philanthropy and why doing so is a win-win for them, their clients and our community.
Specific topics to be covered include:
∙ How to effectively raise the question of philanthropy with your clients
∙ Key factors that advisors should ensure their clients consider when planning a charitable gift.
∙ Whether the new tax law has affected how advisors approach charitable giving with their clients and the strategies they recommend
∙ How not-for-profits should engage advisors for help with charitable giving issues and volunteer service
Full participation in the above program is applicable for 1 PT in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification.
About our Speakers:
Neil Goltermann, JD
Momkus McCluskey, LLC
Nicholas J. De Jong MAS, CPA, CFP®
Savant Capital Management
Brett Dale, JD, CPA
Huck Bouma PC
Brandy Harrington, CFP
Black Diamond Planners