CPA - medium firm
CPA - large firm
This webinar will provide an overview of the philanthropic landscape including a deep dive into the various giving vehicles used by donors for charitable giving. Our presenter will review current giving trends and insights while providing relevant guidance on how to start the philanthropic conversation with prospective clients and where to turn for resources.
Learning Objectives:
- List the various giving vehicles available to donors
- Recognize the giving landscape in the United States
- Evaluate interesting trends and insights in charitable giving
- Evaluate ways to incorporate philanthropic planning into your practice as an advisor
- Identify helpful tips and insights on where to turn for philanthropic resources
Katie Collins
Pathway Philanthropic Solutions
Founder and Principal
[email protected]
With over twenty years of experience in the philanthropic sector, Katie is a proven strategist and relationship builder who helps high-net-worth individuals and families achieve their charitable goals and maximize their social impact. She has a deep understanding of the complex needs and dynamics of multi-generational families, as well as the diverse landscape of non-profit organizations and causes.
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