Product agnostic educational and consulting program
For Advisors
Our experts have spent years helping advisors successfully incorporate and implement philanthropic strategies. We will consult with you to design a plan to meet your needs and then customize the delivery of our educational content to help meet your specific objectives.
Earn continuing education credit with these courses and stay tuned for new content
to help you achieve your goals and meet your education requirements.
Learn about philanthropic tax strategies, the differences among charitable vehicles, best practices for recognizing opportunities, conversation tips, and more.
Discover the benefits and key considerations behind the growing trend of helping clients contribute non-publicly traded or complex assets to public charities.
Gain an understanding of how to use philanthropy to connect with your clients' entire family, including the next generation, and create a philanthropic legacy for your client that spans generations.
Learn how to test the waters with impact investing and start to integrate it into your practice—helping clients have a greater impact with their investments and philanthropy.
*Courses offer CE credit for the CFP®, CIMA®, CIMC®, and CPWA® certifications.
Help your clients understand their options. This product-agnostic client guide provides a foundational understanding of the basics of effective charitable planning.
In this episode of WealthTrack, Pamela Norley, president of Fidelity Charitable, and Elda Di Re, a partner at EY, discuss how donor-advised funds can help in times of tax uncertainty and enable donors to support the causes they care about.
What current philanthropic trends and new benchmarking data on the impact of charitable planning mean for your practice.
Construct personalized examples for your clients showing the tax advantages of contributing long-term appreciated securities.