Deepen your knowledge of charitable strategies to transform your client’s philanthropic journey
As a wealth or financial advisor, you know there is more to charity than just writing a check. If you’re looking to strengthen your relationships with high-net-worth and ultra-high-net-worth clients, join the Edward Charles Foundation’s upcoming webinar on March 21.
This webinar will expand your knowledge on various charitable structures and provide discussion points for you and your clients. You will learn how to increase impact, enjoyment, and tax benefits without sacrificing service or investment returns.
The focus of the webinar will be to explain each charitable structure’s benefits, limitations, tax consequences, and detriments in easy-to-understand language. For example, we will discuss donor-advised funds and how they have become a popular choice for wealth management firms and professionals. You will learn about their idiosyncratic features, tax consequences, advantages, and limitations, as well as sidecars that can be used in conjunction with donor-advised funds.
Additionally, we will discuss investment protocols, rules for contributing privately held stock, the nuances of using private foundations, and fiscal sponsor funds. By the end of the webinar, you will be equipped with real knowledge and a thorough explanation of the five charitable structures available to utilize to do good at scale.
Don’t miss out on this opportunity to deepen your relationship with your clients by helping them quarterback their philanthropic journey. Join us on March 21 at 10 a.m. Pacific Standard Time, 1 p.m. Eastern Time. Register now and transform your client’s philanthropic journey. Details can be found here.
Read more on investmentnews.com
