The Case for Offering Charitable Giving Services

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®.

Let’s Start a Conversation

The Jewish Foundation can help you explore charitable opportunities that work for you. 

The Jewish Foundation is a trusted and expert resource for charitable gift planning and endowments and serves as a partner and resource for synagogues, local Jewish agencies, professional advisors and donors.

When you make a current gift or leave a bequest to the Jewish Foundation of Greater New Haven, you not only benefit our community, but you can also support the causes that are important to you.  You can designate that your gift be used to provide unrestricted funds to help meet community needs now and in the future or to endow a permanent fund to aid identified programs, your synagogue, agencies, organizations, or initiatives (Jewish or not Jewish, in Greater New Haven, Israel or beyond) that are of particular interest to you and your family.

Lisa Stanger, Esq., Executive Director
Tiberius Halai, Grants and Gift Manager
Beth Kupcho, Scholarship and Philanthropy Manager
Stephanie Licsak, Controller
Sarah Domena, Marketing and Communications Director
Tamara Schechter, Create a Jewish Legacy Manager

Jewish Foundation of Greater New Haven
360 Amity Road
Woodbridge, CT 06525
203-387-2424, ext. 382
203-387-1818 (fax)

I'm Interested!

These are the ways to give that interest me the most

14 + 7 =