WEBCAST: The Kevin O' Connor Philanthropic Innovation Case Study

Tuesday, April 20, 2021

Learn how you can help your clients achieve their philanthropic goals and legacies through the no-cost donation of unneeded or unwanted life insurance. This session will address the logistics around supporting a distressed policy, the benefits of philanthropic intent, and how working with various organizations can be of benefit to clients or individuals. Following a case study format, the life and legacy of Kevin O’Connor, CLU®, will be discussed, and how the Insuring a Better World Fund helped O’Connor have a lasting philanthropic impact at The American College.

Invest in your career with a professional designation.

One of the keys to philanthropic success is proper financial planning. Through the three-course Chartered Advisor in Philanthropy® (CAP®) designation program, you will learn how to help philanthropies maximize their donations and resources. The CAP® is designed for experienced professionals in both the financial services and nonprofit sector, and gives you the power to do more with your career.

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