Assisting Your Clients to Express Themselves in a Special Way
Includes a Live Web Event on 11/11/2025 at 1:00 PM (MST)
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Brought to you by the Business Success Knowledge Circle, during this presentation we will first explore national trends in charitable giving. Next, we will discuss what motivates people to give to particular charities. And we will conclude by reviewing ways that financial planners might help their clients to include charitable giving in their plans, for mutual benefit.
Competency Level: Foundational
FPA Competency: Client Care & Communication, Critical Thinking
CFP Board Topic: Estate Planning
CFP Board CE Credit Hours: 0
Rick Blain, CFRE
Principal
Richard R. Blain & Associates, LLC
A Certified Fund-Raising Executive, Rick has more than forty years professional experience in fund development (fund raising) and public relations. He has served as Chief Development Officer for a health care system and a college, and as Assistant Director of Development for another College. For several years, Rick served as Vice President of a national consulting firm, establishing his own firm approximately twenty-five years ago.
Richard R. Blain & Associates provides fund development/fund raising counsel to various types of not-for-profit institutions and organizations in Massachusetts and throughout the Northeast. In doing so, Rick assists clients in approaching donors and potential donors for charitable support, as well as approaching financial planners, estate planners, accountants and related professionals.
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