Charitable Giving: Realizing Your Vision For A Better World

When:  Dec 1, 2022 from 16:30 to 17:30 (ET)

Charitable Giving: Realizing Your Vision for a Better World

For many people, charitable giving is an emotional, even spiritual act—something we do not because we must, but because we choose to. Yet philanthropy can be overwhelming. The needs are so great, the issues are complex and relationships can be complicated. This presentation can help you think comprehensively about your clients’ giving strategy, align their portfolios with their personal values and identify the steps they can take to fulfill their philanthropic goals today, tomorrow, and beyond. You’ll also learn about the key steps to develop an effective giving plan, and gain insights into the various ways to fund giving.

Cost: Complimentary

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