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Incorporating Philanthropic Counsel

Open the Door to Philanthropy: This three hour, online course guides you through the foundational understanding and tactical skill set required to effectively incorporate philanthropic counsel into your client conversations.

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Session One: Why Incorporate Philanthropy into My Practice?

Learn what attracts your clients to philanthropy as you discover how to effectively engage them in philanthropic discussions.

Session Two: Tools for Counseling Clients

Learn about the three types of capital clients will pass to heirs, triggers for philanthropic discussions, and how to identify clients who are interested in legacy planning.

Session Three: Strategic Uses of Donor Advised Funds

Learn about the history, structure, benefits, and creative uses of Donor Advised Funds that will allow you to utilize them effectively with philanthropic clients. This session includes a case study on using Donor Advised Funds.

Open the Door to Philanthropy: This three hour, online course guides you through the foundational understanding and tactical skill set required to effectively incorporate philanthropic counsel into your client conversations.

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Jim Wise, CFP®, CAP, ChFC, CLU

Jim is the Managing Director for Ronald Blue & Co.’s Orlando and Ft. Lauderdale branch offices and a Principal with the firm. Prior to joining the firm, Jim worked as Vice President of Investments with Salomon Smith Barney. He also worked as a financial consultant with Paine Webber for seven years. Before moving to Fort Lauderdale in 2009 to lead the firm’s newest branch office, Jim served as the Managing Director of the Baltimore office.

Open the Door to Philanthropy: This three hour, online course guides you through the foundational understanding and tactical skill set required to effectively incorporate philanthropic counsel into your client conversations.

Register Now

Tuition: Members: $79 / Non Members: $199

Training Format: Online delivery

CE: Accepted for 3 hours of CE credit granted for CFP®, IMCA and PACE designations.