February 14, 2024

Advisor Webinar Series Kicks Off With Dr. Russell James

Headshot of Russell James wearing a brown vest over a white shirt with a tie

Madison Community Foundation is excited to kick off its 2024 Advisor Webinar Series! Dr. Russell James will be joining us on April 3rd from noon to 1:00 p.m. His presentation, “The Top 10 Charitable Financial Planning Strategies for Advisors: Helping Your Clients and Your Business with Charitable Planning,” will provide advisors with approaches to helping their clients and growing their practice using charitable planning.

Dr. James is recognized nationally for his groundbreaking research, which provides advisors with data-driven strategies to create meaningful charitable giving experiences for their clients. You can read his full bio here; his website contains a wealth of valuable information you can use to increase you charitable giving knowledge. 

During this complimentary webinar, he will share with participants how to:

  • Provide benefit to their clients while improving their own assets under management
  • Incorporate gifts of retirement plans and life insurance into their clients’ charitable giving
  • Incorporate gifts of non-cash assets into their clients’ charitable giving

We are very excited to host Dr. James and hope you can join us for this unique opportunity to hear directly from Dr. James and ask him your questions!

Reserve Your Spot Now

This program is the first of four sessions we will be hosting as part of our 2024 Advisor Webinar Series. Topics for future sessions will include:

  • Educating clients on charitable fund types
  • What your clients need to know about charitable gift annuities and qualified charitable distributions
  • Helping your clients make gifts of non-cash assets

Please continue to watch this space and MCF’s LinkedIn page for the dates and times of these sessions!

Help Your Client Learn About Where to Give