CPAacademy.org | PHILANTHROPY 101: TRENDS, INSIGHTS, AND PLANNING FOR

Content Provider

Self-Study CPE

INTRODUCTION TO ANNUITIES IN 2024
View Details/Register

INTRODUCTION TO LONG-TERM CARE IN 2024
View Details/Register

AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
View Details/Register

DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
View Details/Register

AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
View Details/Register

ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
View Details/Register

FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
View Details/Register

THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
View Details/Register

INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
View Details/Register

TAX PRACTICE INNOVATIONS: INSIGHTS FROM ROGER NEMETH
View Details/Register

Philanthropy 101: Trends, Insights, and Planning for Charitable Giving

Specialized Knowledge

PHILANTHROPY 101: TRENDS, INSIGHTS, AND PLANNING FOR CHARITABLE GIVING

Available Date(s)

Tuesday, September 17, 2024: 10:00AM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Specialized Knowledge

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

This webinar will provide an overview of the philanthropic landscape including a deep dive into the various giving vehicles used by donors for charitable giving. Our presenter will review current giving trends and insights while providing relevant guidance on how to start the philanthropic conversation with prospective clients and where to turn for resources.

Learning Objectives:

List the various giving vehicles available to donors

Recognize the giving landscape in the United States

Evaluate interesting trends and insights in charitable giving

Evaluate ways to incorporate philanthropic planning into your practice as an advisor

Identify helpful tips and insights on where to turn for philanthropic resources

Katie Collins

Pathway Philanthropic Solutions
Founder and Principal
[email protected]

With over twenty years of experience in the philanthropic sector, Katie is a proven strategist and relationship builder who helps high-net-worth individuals and families achieve their charitable goals and maximize their social impact. She has a deep understanding of the complex needs and dynamics of multi-generational families, as well as the diverse landscape of non-profit organizations and causes.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Pathway Philanthropic was established in 2023, deeply rooted in connectivity, community, and innovation. Having spent the past twenty years of her career working with donors, non-profits, and financial advisors, Katie Collins founded the firm with the goals of breaking down siloes in the philanthropic sector, creating resources that are actionable, and helping to advance individuals and organizations wherever they may be on their respective pathways to philanthropic impact.