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Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. But charitable giving is a complex and highly personal decision – and you likely have many questions when it comes to the latest tax-efficient strategies and charitable giving vehicles available to effectively advise your clients.
The latest installment in our Ask the Experts Webinar Series provides a brief update on the charitable giving trends and issues wealth advisors and planners need to know about now, and answers to your pre-submitted questions on any charitable giving topics.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Christopher P. Woehrle
Adjunct Professor of Taxation
Villanova University Widger School of Law
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
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