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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.

7 Tips for Helping Your Clients Make Effective Year-End Gifts

MCF's Alison Helland and Carmen Jeschke share how to select year-end giving opportunities and strategies that best align with your client’s needs, what you can do to help your clients complete gifts of non-cash assets as efficiently as possible, and what timing rules apply to the receipt and processing of various gift types.

 

A Primer on CRTs, CLTs and CGAs

Featuring Johanna Allex and E.G. Schramka | Tuesday October 15, 2024

This presentation provides advisors an overview on how charitable remainder trusts, charitable lead trusts and charitable gift annuities work and the benefits these tools can provide to their clients.

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.

 

How MCF Works With You

Madison Community Foundation’s philanthropic advisors help you achieve your clients’ charitable giving goals.


Learn How MCF Works With Advisors

 

Planned Giving for Your Clients

When you work with MCF on your clients' planned giving, you can help them make a gift that will benefit the causes they care about for years to come


More About MCF's Planned Giving Options