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Course 6: Balancing Charitable and Family Legacies

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This course discusses the tangible and intangible benefits of altruism in families and the role of family philanthropy in effective wealth and business succession.   Discover the simple and proven ways to present the integration of charitable and family legacies through charitable bequests. And finally, look at case studies inspired by real-life donor stories depicting various charitable strategies to address the unique needs of various family situations where tax savings were not necessarily the only driving concern.

  • Identify ways families can benefit from the practice of family philanthropy 
  • Review how to approach charitable gifts with a values-based planning lens 
  • Develop ways to integrate and balance charitable and family legacies through bequests
  • Recommend a plan for maximizing which blended strategies best achieve the client’s philanthropic goals and other objectives


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Balancing Charitable and Family Legacies
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Open to view video.
Presentation Slides: Balancing Charitable and Family Legacies
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Open to download resource.
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
Digital Badge: Philanthropic Solutions in Financial Planning
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