Last updated: November 29 2022
Baby Boomers and Gen X are already in the process of transferring their wealth to Millennials and Gen Z. However, increasingly the solution to wealth transfer for singles will be to plan a donations strategy. Consider these reasons individuals donate to charities:
How Can you Help your Clients Realize their Philanthropic Goals? How do you shore up your knowledge quickly to answer on-the-spot queries? Check out Knowledge Bureau’s new accredited CE Savvy Biz Ed™ line up of interactive, short courses.
Why You Should Take This CE Savvy Biz Ed™ Course: Most wealthy Canadians are already philanthropic, but there is still plenty of room for additional contributions at higher giving levels. There is a great opportunity for high-net-worth Canadians to speak to their financial advisors to foster further discussions about philanthropy that focuses on impact, values and financial success. In this module, you will learn about the different types of planned gifts that might be appropriate for different circumstances or life-stages.
What You Will Learn in this CE Savvy Biz Ed™ Course: Planning a legacy gift to a favorite charity is a tribute to family and community. The decision is emotional, with financial and historical consequences that can last for generations. Deciding what kind of gift, when to give, and how much to give can be exhausting, and to do it successfully requires comprehensive tax and estate planning. This module is designed to address these issues by introducing the benefits of donating appreciated property, specifically appreciated securities.
What you will learn:
Included with the course:
Only $69 and an hour of your time can act as a catalyst to grow your business and expand your knowledge base. Or save time and money by signing up for an annual subscription and gain on-demand access to the comprehensive CE Savvy Biz Ed™ professional library for the low annual fee of $995. Taxes extra. Qualify for a tuition fee credit when you spend more than $100.
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MBA, CMC, RWMTM, CIM, RRC, CFP, FP Canada Fellow
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