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Charitable Planning
IQ Assessment

Thanks for completing the assessment!

Your charitable knowledge ranks you as

Beginner advisor quiz trophy

You are beginning to understand the opportunity charitable planning offers and want to help your clients in this area. Continue to expand your knowledge by learning more about philanthropic strategies and opportunities to integrate into conversations you are already having with your clients.

Watch video on How Charitable Planning Can Enhance Your Practice

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Learn Ten Reasons Why Philanthropy Is Good For Your Business (PDF)

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Download Charitable Planning Guide to use with your clients (PDF)

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Thanks for completing the assessment!

Your charitable knowledge ranks you as

Intermediate advisor quiz trophy

Congratulations! You have a clear understanding of the opportunity charitable planning can offer your clients and firm. As you continue to expand the services you offer in this area, make sure you reach out to the next generation—and help retain assets currently in your book of business.

Watch The Charitable Opportunity video

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Learn how to grow your practice through family philanthropy (PDF)

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Download client resource on how to fund giving with complex assets (PDF)

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Thanks for completing the assessment!

Your charitable knowledge ranks you as

Advanced advisor quiz trophy

Well done! You have a comprehensive understanding of the opportunity charitable planning can offer your clients and firm. A focus on donating non-cash assets will help take your charitable skills and advice even further.

Watch Turning Capital Gains into Charitable Gains video

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Learn The First (and Often Forgotten) Rule of Impactful Giving: Give the Right Asset (PDF)

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Download archived webinar on Advanced Planning Strategies: Donating Complex Assets

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