Learning to Speak Charity
This course provides individuals with the skills and knowledge needed to engage in meaningful philanthropic discussions with both individual and corporate clients. It equips participants to explore more effective ways of enhancing the impact of their clients' generosity, based on existing charitable giving patterns or part of an event based financial strategy. All registration proceeds will be donated to the CPA Manitoba Foundation.
Not eligible for PD Passes.
The presentation offers insights into Canadian philanthropy, donor-advised funds, the use of life insurance for charitable purposes, and effective planning strategies that can offer valuable guidance to clients. Enhancing trust within your client relationships begins with exploring their core philanthropic interests. By pinpointing inefficiencies in their current charitable giving process and proposing more effective strategies, you can not only save your clients money but also amplify their impact on the causes dear to them. This course explores the core concepts of private foundations, donor-advised funds, and harnessing life insurance for greater impact. You'll acquire the skills to devise innovative solutions that can address unrelated tax and estate challenges through strategic adjustments to your client's giving methods. Topics covered include utilizing appreciated securities, private shares, registered assets, corporate investments, existing life insurance policies, and new policies to maximize charitable contributions.
Learning Objectives
By the end of this course, participants should be able to:
- Engage in meaningful discussions regarding strategic charitable giving
- Identify planning opportunities using Donor Advised Funds and life insurance
- Identify client segments who may benefit from value added charitable advice
Content
The topics in this seminar include:
- Current events affecting philanthropy
- Philanthropic conversations
- Donor-advised funds
- Charitable applications for life insurance
Seminar Leader: Stephen Webb
Presented by PD Partner: Entrust Financial Services
What to Expect
- This is a Live Virtual Seminar where class size has been limited to allow for an interactive learning environment.
- This seminar will not be recorded.
- Course materials, links and credentials will be emailed to you two business days before the seminar. Once sent, the email will also be found in your Account Communication tab of the CPA Manitoba Member Portal.
- Live webinars have varying levels of expected interaction, and some may require webcam and microphone capabilities – if you have concerns about the interaction required for this course, please email [email protected]
CPA Manitoba PD Terms and Conditions
Online registration not available.