The Case for Offering Charitable Giving Services (RECORDED)

It is becoming more and more difficult to differentiate oneself as a CPA, trusts & estates, or wealth advisory firm. With a “race to the bottom” on fees and increased commoditization of these types of services, what is an advisor’s differentiator? Based on surveys and research, clients WANT to have the philanthropic conversation and show their appreciation by offering additional assets … and sticking around. This webinar will give you the confidence to build charitable giving into your practice!

Presenter:

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC serving nonprofits, donors, potential donors and professional advisors. He is also the founder of The Philanthropy Guy, an emerging, leading-edge charitable giving resource hub featuring an upcoming podcast series, interactive website, learning opportunities and book. Rick is a Certified Financial Planner™, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.

For questions or changes in registration, please email Carmen Burgos.