Learn how to tap into clients’ philanthropic goals,and in the process increase opportunities to build trust by understanding clients’ values and critical personal causes.
Module 1 | Why Families Give
Module 2 | The Role of the Advisor
Module 3 | Personal Tax Aspects of Charitable Giving
Module 4 | Ways to Give: Assets Other than Cash
Module 5 | Deferred Gifts: Tax Aspects
Module 6 | What a Successful Plan Looks Like
Engage and get multiple stakeholders on the same page, with broad principles and objectives for deploying a successful charitable giving strategy. Obtain a precise understanding of how to integrate the tax aspects of charitable giving.
This course will teach you how to plan to integrate our clients' values with new technical expertise about the assets they may wish to deploy in their giving—from cash to gifts in kind to deferred gifts made by bequests in a will.
• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.
Knowledge Bureau | 30 CPE credits
Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.
Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.
Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.
Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.
Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.