Philanthropic Planning | On-Demand Webcasts
Impactful Philanthropy Via Recoverable Grants
In this webcast, Phil Cubeta, CLU®, ChFC®, CAP®, Assistant Professor of Philanthropy and Creative Director at The American College of Financial Services, discusses how Donor Advised Funds and recoverable grants can fuel philanthropic planning endeavors. Special guests include Chris Blunt of F&G Life, Adam Rein of CapShift® and MissionPoint Partners, and Susan Laidlaw of Fidelity Charitable!
March 07, 2022
March 07, 2022
Philanthropic Planning | Podcasts
Protecting Family Futures with Financial Planning
February 10, 2022
Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
August 12, 2021
Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
July 26, 2021
Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
April 21, 2021
Philanthropic Planning | On-Demand Webcasts
Inspiring Leaders in Philanthropy - Promoting Economic Mobility in Underserved Communities
April 01, 2021
Philanthropic Planning | Insights
How You Can Create a Philanthropic Legacy Without Being Ultra-Rich
December 01, 2020
Philanthropic Planning | Insights
5 Ways Financial Advisors Help Charitable Giving
December 01, 2020
Philanthropic Planning | On-Demand Webcasts
Knowledge & Network The Melton Case Study
November 13, 2020
Philanthropic Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
August 17, 2020
Philanthropic Planning | On-Demand Webcasts
Virtual Knowledge & Network: The Riley Case Webcast
July 22, 2020
Philanthropic Planning | On-Demand Webcasts
Donor-Advised Funds: From Passion to Lasting Impact
July 08, 2020