Learning Center

Charitable Giving: Good for Your Practice, Good for the World

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Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission. One way to differentiate yourself as an adviser today is to address your clients’ needs beyond saving and investing to their charitable giving, especially in this uncertain environment when demand for donations may be higher. By attending this webinar, you’ll learn the importance of engaging your clients in a conversation about charitable giving and help them be more thoughtful with their giving strategy. You’ll also receive an interactive toolkit filled with resources, best practices, guided questions, and reflective activities that will help you and your clients along every step of their charitable journey. 

  • Understand philanthropy’s place in an effective tax strategy
  • Prepare advisers for values-based conversations with their clients
  • Learn to strengthen advisers clients’ giving plan by unlocking charitable assets

Michael DiJoseph, CFA

Senior Advice Strategist, Financial Advisor Services, Vanguard

Michael A. DiJoseph, CFA, is a senior advice strategist in Vanguard Financial Advisor Services. He is responsible for bringing Vanguard’s thought leadership and methodology to life through technology, service offers, and innovative content. He also regularly acts as an ambassador for Vanguard, speaking at industry conferences, client meetings, and other media engagements including webcasts and podcasts on a range of investment and advice topics. Previously, he was an investment strategist in Vanguard Investment Strategy Group, where he published more than 25 research papers and articles, primarily focusing on Advisor’s Alpha, retirement income, investor behavior, and portfolio strategy. DiJoseph spent his first few years at Vanguard in a variety of fixed-income roles. Prior to joining Vanguard, he worked in the advice industry as an investment adviser.

Greg Murray

National Sales Executive, Vanguard Charitable

Murray joined Vanguard Charitable in 2017 as National Sales Executive. He works closely with financial advisers to help support their clients’ charitable intentions through a holistic wealth management approach. Previously, Murray worked for Hartford Mutual Funds, RS Investments, and O’Shares Investments. He holds a bachelor’s degree in business marketing from Albright College.

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Charitable Giving: Good for Your Practice, Good for the World
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available