This course will expand on the material covered in the presenter's Philanthropy 101 webinar to go deeper into details about starting a giving plan for personal use or clients and provide helpful tips on approaching the non-profit landscape.

This webinar will further explore insights into donor advised funds, the world of impact investing, and how next-gen donors are approaching the philanthropic journey.

Learning Objectives:

• Recognize an example of a roadmap to develop a giving plan


• Give examples of how to navigate the multitude of causes and non-profits


• Recognize insights and trends regarding the next generation of philanthropists


• Evaluate education on the world of donor advised funds


• Outline an initial overview of impact investing and its intersection with philanthropy

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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