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160,521 results

Foundation Source
The Philanthropy Advantage | 7 Ways Charitable Planning Elevates An Advisory Practice

Hello everyone and welcome to today's webinar the philanthropy advantage seven ways charitable planning can elevate your ...

55:37
The Philanthropy Advantage | 7 Ways Charitable Planning Elevates An Advisory Practice

73 views

8 months ago

Feldmeyer Financial Group
Give and Save: How Charitable Planning Can Benefit You and Others

... to talk about cornerstones in our life The course cornerstones that we focus on are life planning health planning legacy and your ...

53:15
Give and Save: How Charitable Planning Can Benefit You and Others

63 views

11 months ago

TL;DR; Accounting
Charitable Planning - Playing Santa Clause

NEW! Learn accounting with Toni Cameron, CPA anytime, anywhere with our brand new webinars on-demand! Check them out ...

6:34
Charitable Planning - Playing Santa Clause

29 views

6 years ago

Zabner Law
What is charitable planning?

What is charitable planning? | Zabner Law | Estate Planning, Trusts & Probate | Jeffrey M. Zabner | http://www.zabnerlaw.com/ ...

1:16
What is charitable planning?

16 views

8 years ago

Camas Advice
Charitable Planning

In this training Jim Carpenter discusses Charitable Planning. If you want more Advanced Planning trainings, tools, and resources ...

11:19
Charitable Planning

22 views

1 year ago

Camas Advice
Charitable Planning

In this training Rick Bailey, JD MAcc, CFP discusses charitable planning strategies and life insurance as a replacement.

9:48
Charitable Planning

7 views

2 years ago

TED
The way we think about charity is dead wrong | Dan Pallotta

Activist and fundraiser Dan Pallotta calls out the double standard that drives our broken relationship to charities. Too many ...

18:55
The way we think about charity is dead wrong | Dan Pallotta

1,161,675 views

13 years ago

Camas Advice
Charitable Planning Options

In this training Rick Bailey, JD MAcc, CFP discusses charitable planning strategies that can help our client's tax planning.

10:14
Charitable Planning Options

4 views

7 months ago

Schechter
Charitable Planning

To learn more, download our charitable planning ebook. www.schechterwealth.com/charitableplanning/

3:14
Charitable Planning

110 views

9 years ago

DuPage Foundation
The Top 10 Charitable Planning Strategies for Advisors Webinar

While nearly 90 percent of affluent households give to charity, more than 45 percent of these donors consider themselves to be ...

1:15:18
The Top 10 Charitable Planning Strategies for Advisors Webinar

160 views

4 years ago

Leslie Roper Day & Associates
Charitable Planning 101

Join us for an insightful session on Charitable Planning, designed to help you align your philanthropic goals with smart financial ...

53:25
Charitable Planning 101

8 views

6 months ago

Charitable Solutions, LLC
Leveraging AI for Research, Calculations & Illustrations in Advanced Charitable Planning

AI is changing the way we work—but for gift planners and professional advisors, it has to be more than just words. Join Bryan ...

1:00:46
Leveraging AI for Research, Calculations & Illustrations in Advanced Charitable Planning

142 views

7 months ago

The Success Network®
A Charitable Planning Primer

Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support ...

15:52
A Charitable Planning Primer

2 views

2 years ago

AllGen Financial
Charitable Planning With a Donor-Advised Fund

A donor-advised fund, or DAF, is a type of charitable giving account to which you can donate all kinds of assets, from cash and ...

7:02
Charitable Planning With a Donor-Advised Fund

398 views

2 years ago

Greater Hartford Gives
Charitable Planning Techniques for Professional Advisors

The most underutilized charitable planning technique and how Edward Beckwith, national charitable planning expert, approaches ...

4:28
Charitable Planning Techniques for Professional Advisors

253 views

14 years ago

Camas Advice
Charitable Planning Options

In this training Rick Bailey, JD MAcc, CFP discusses charitable planning tools we can use for our clients. If you want more ...

10:11
Charitable Planning Options

12 views

1 year ago

Mariner
Charitable Planning | Webinar

Scott Luhnau, vice president of estate planning consultant, and Jude Grimaldi, manager of technology consulting, discuss ...

48:33
Charitable Planning | Webinar

122 views

3 years ago

The Success Network®
A Charitable Planning Primer

Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support ...

23:56
A Charitable Planning Primer

4 views

2 years ago

John Dubots
Charitable Planning

http://www.thetrustedadvisor.us Charitable planning is an advanced tax planning strategy on which CPA's and Financial Advisors ...

1:48
Charitable Planning

34 views

12 years ago

Cummings & Lockwood
Charitable Planning

In this video, Heather J. Rhoades, a Principal in Cummings & Lockwood's Private Clients Group, discusses how charitable giving ...

2:02
Charitable Planning

114 views

6 years ago