2024 Tax Forum

For Professional Advisors: Join us online on Giving Tuesday, Nov. 28

The Case for Offering Charitable Giving Services

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!

Tuesday, November 28, 2023
8:00 a.m. – 9:00 a.m.

presented online
advance registration required – please RSVP by November 27th

About the Presenter

Richard “Rick” Peck is an independent philanthropy advisor 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. Peck is a Certified Financial Planner™, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.