PARTNERING WITH YOU TO HELP MEET YOUR CLIENT'S CHARITABLE GOALS
According to the 2018 U.S. Trust Study of The Philanthropic Conversation, professional advisors who talk to their clients about their charitable goals:
• receive 60% more referrals from clients.
• have deeper relationships with 74% of their clients.
Once a month, we host an educational webinar for professional advisors. By supporting you through education on the best gifting strategies, you can deepen your relationship with your clients and help maximize giving while potentially reducing taxes for them. All webinars are free of charge but do require registration.
Previous topics include:
All are free to attend but registration required
Real Estate and Other Unique Gifts
April 22nd from 12:00-1:00PM via Zoom
2021 Investment Outlook and Potential Tax Implications
May 20th from 12:00-1:00PM via Zoom
Qualified Planned Gifts and Testamentary Gifts: CGAs or CRTs
June 24th from 12:00-1:00PM via Zoom