Watch now: Continuing Education - Engaging Clients in Philanthropic Giving

Foundation For The Carolinas
Zoom Webinar
Charlotte, NC 28202
United States

On July 20, we presented a one-hour continuing education webinar on philanthropic giving that included:

  • General tips for discussing philanthropy with clients
  • How to help clients determine their goals and philanthropic values
  • Advice for evaluating charities
  • Determining which assets to donate
  • How to execute gifts
  • Measuring success – for both the client and the charity

Speakers will include John Cullum, CFP®, American Heart Association, and Catherine Warfield, CFP®, Foundation For The Carolinas. This webinar has been accepted for one hour of CE credit with the CFP Board. Application is pending for one hour CLE credit with the NC Bar.

View the recording: