Charitable Giving: Realizing Your Vision for a Better World

$60, or complimentary with Signature or Elite benefits

For many people, charitable giving is an emotional, even spiritual act—something we do not because we must, but because we choose to. Yet philanthropy can be overwhelming. The needs are so great, the issues are complex and relationships can be complicated. This presentation can help you think comprehensively about your clients’ giving strategy, align their portfolios with their personal values and identify the steps they can take to fulfill their philanthropic goals today, tomorrow, and beyond. You’ll also learn about the key steps to develop an effective giving plan, and gain insights into the various ways to fund giving.

Credit Information 1

Tag(s) Practice Management, 1 hour: Institute certifications, On-Demand Recording, Signature (up to 10), Elite (full access)

Description

For many people, charitable giving is an emotional, even spiritual act—something we do not because we must, but because we choose to. Yet philanthropy can be overwhelming. The needs are so great, the issues are complex and relationships can be complicated. This presentation can help you think comprehensively about your clients’ giving strategy, align their portfolios with their personal values and identify the steps they can take to fulfill their philanthropic goals today, tomorrow, and beyond. You’ll also learn about the key steps to develop an effective giving plan and gain insights into the various ways to fund giving.

Speakers:

Angie O'Leary, Head of Wealth Planning and Insured Solutions, RBC Wealth Management

Cyndy Ranzau, CFP®, Wealth Strategist, RBC Wealth Management

Catherine Walker, Senior Trust Consultant, RBC Wealth Management

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^®certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- One year from the date purchased