Charitable Giving:

Tips to Help You Identify Causes and Maximize Your Impact

RPP

Request Event

Charitable Giving: Tips to Help You Identify Causes and Maximize Your Impact

Speaker(s): This presentation is intended to be hosted by a local wealth advisor.

Est. Presentation Time: A two-part event. One-hour presentation, followed by an open house style charity fair.


“Giving is not just about making a donation. It is about making a difference.”

– Kathy Calvin

Many people who support charities struggle to find the most effective way to give. How can your clients ensure they’re maximizing your giving and truly making a difference?

This event is intended to be a two-part conversation about charitable giving. The first event includes tips for choosing a charity to support and how your clients can maximize their impact. We will seek to address the following questions:

  • What should I consider when choosing a charity?

  • What is the most effective way to give?

  • Is writing a check the best way to support a cause?

  • How can I leave a charitable legacy?

The second part of this event will be a charity fair, which will provide an opportunity for clients to meet with representatives from various charities and learn about their organizations.

Please fill out the Event Request Form and email to [email protected].

Approved Materials

We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.

Presentation

Est. Time: 1 Hour
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