Meeting Client Goals with Charitable Gift Planning

Date: Tuesday, January 31, 2017
Time: 4:15pm - 6:15pm
Location: Wolferts Roost Country Club
Speaker: Brian M. Sagrestano, JD, CFRE

Meeting Client Goals with Charitable Gift Planning

In this training session, Brian will discuss changing client demographics and how up and coming generational cohorts require a change a change in your practice, particularly as it relates to charitable gift planning. He will then review the most common financial planning goals which charitably-minded clients can solve through charitable gift planning. For each goal, Brian will present several different giving tools to meet the personal planning need while also supporting charities of the client’s choice.   

Learning Objectives:

  1. Explain shifting generational cohorts and their impact on your practice.
  2. Identify personal planning goals which can be solved through charitable giving.
  3. Provide an overview of different charitable giving tools and their application.
  4. Simplify/demystify charitable giving techniques to assure you that you can put them to use in your practice.
Related Document(s):

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