Amplify Your High Net Worth Practice with Philanthropic Planning


Thursday, August 27, 11:30 a.m. - 1:30 p.m.

Quincy Country Club


Presented by Dana J. Holt, JD RICP AEP® CAP®

MCLE, CTFA, and CPE Credits Pending

Learning Objectives:

  • Understand what High Net Worth clients want from an advisor when it comes to their philanthropic planning.
  • Understand how to grow a professional practice with philanthropic planning.
  • Understand how to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities.
  • Understand important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives.

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