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Inside Giving: NCF Webinar for Advisors
May 10, 2023 @ 2:00 pm - 3:30 pm
Join the National Christian Foundation every quarter for an Inside Giving webinar series hosted by experienced gift planners at NCF. Each webinar is one hour long and includes Q&A opportunities. Attendees gain technical expertise, strengthen client relationships, and may earn CFP® and CKA® credit or request a certificate of completion.
May 10, 2023: 5 key questions to ask clients considering a charitable granting vehicle
Discover key questions to help your clients navigate private foundations and donor-advised funds.
When your clients want to use a strategic charitable granting vehicle, they turn to you for guidance. In this session, we will review five key questions for guiding your clients through the pros and cons of using private foundations or donor-advised funds. These simple questions will enable you to help your clients wisely navigate the differing legal, tax, and operational requirements between these two widely-used charitable granting vehicles.