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Inside Giving: NCF Webinar Series for Advisors
August 9, 2023 @ 2:00 pm - 3:30 pm
Join the National Christian Foundation every quarter for an Inside Giving webinar series hosted by experienced gift planners at NCF. Each webinar is one hour long and includes Q&A opportunities. Attendees gain technical expertise, strengthen client relationships, and may earn CFP® and CKA® credit or request a certificate of completion.
August 9, 2023: Creative ways to use an estate plan to ignite a passion for generosity
Develop strategies to help your clients leverage their estate plan to reflect family values and charitable giving goals.
Estate planning can and should be more than signing documents to transfer assets to heirs in a tax-efficient manner. However, the conversations required to construct a purposeful estate plan may need to be navigated delicately. In this webinar, we will share ideas on how to engage in meaningful estate planning conversations with your clients. We will explore creative planning strategies and practical tips for helping your clients leverage their estate plan to reflect family values and charitable giving goals. By integrating strategic charitable giving opportunities with traditional family wealth transfer planning, your clients’ estate can ignite a passion for generosity in future generations.