Advisor Webinar Series

To help you deepen your knowledge on charitable giving topics, MCF is happy to present a quarterly webinar series for professional advisors.

Join us October 15 at 11:00 a.m. for A Primer on CRTs, CLTs and CGAs

This complimentary webinar will help you determine:

• How charitable remainder trusts and charitable lead trusts work, and when they may benefit your clients; and
• How your clients can use charitable gift annuities to support their legacy giving goals while receiving income during their lifeimtes. 

Register today

Educating Clients on Charitable Giving Options

Featuring Jennifer Ridley Hanson, CFP^®, CDFA^® and Jessica Schwantes, CPA | Thursday May 23, 2024

This presentation provides advisors with approaches to helping their clients incorporate charitable giving into their financial and estate plans. including:

• Determine which charitable giving tools best align with their clients’ giving goals
• Identify opportunities for clients to receive income tax benefits from their charitable giving
• Advise clients on the differences between donor advised funds and private foundations

The Top 10 Charitable Financial Planning Strategies for Advisors: Helping Your Clients and Your Business With Charitable Planning

Featuring Dr. Russell James | Wednesday April 3, 2024

In this webinar for professional advisors, Madison Community Foundation welcomed Dr. Russell James, who shared how advisors can help their clients and their business with charitable planning, including how to:

• Provide benefit to 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

NOTE: Wisconsin attorneys who attended the webinar live earned 1 CPE credit; that credit is not available with the replay.