2017 FPA Retreat


Financial advisers are the key connector between their clients’ ability to realize and achieve the true purpose of their wealth, and can bring a crucial component into their client’s full financial picture—charitable giving and legacy. In this session, you will learn the value in bringing the charitable conversation to your clients, how to engage in a charitable conversation to uncover your clients’ goals and values, and how to determine which giving vehicles are  most appropriate for individual client needs.  You will also learn about donor-advised funds, the fastest growing giving vehicle, touted for their simplicity, flexibility, and tax-effectiveness.

Level of Complexity: Overview

Course Information
Course Date:
April 24, 2017
Course Objectives
  • Describe the value in incorporating charitable giving into their practice and how it will help meet their clients’ broader financial planning and wealth management needs.
  • Recall 6 key factors in identifying charitable giving tools that are right for your clients.
  • Explain how to build a client relationship centered on honesty and trust through working with them to define ’the purpose of their wealth.’
Charitable giving: A Valuable Piece of the Financial Planning Picture
Speaker Information
Cindy Van Amburgh  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$19.00
Non-Member Price:$19.00