From Wealth to Legacy: Guiding Clients Through Tax-Smart Philanthropy

Monday, December 1, 2025 · 11:00am ET

CREDITS

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CFP / CFA / IWI
CE Credit

From Wealth to Legacy: Guiding Clients Through Tax-Smart Philanthropy provides advisors with tools to transform charitable intentions into powerful tax-planning opportunities.

Learning Objectives:

Evaluate and select the optimal planned giving vehicle based on clients’ legacy goals, tax profile, timing and potential income needs.
Compare the potential considerations for funding philanthropy with different assets.
Understand how clients may be able to align charitable intent with desired financial planning outcomes.

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