Empowering Clients to Leave a Legacy: The Business Case for Philanthropy
presented by Kelly Dunkin, President & CEO of Colorado Gives Foundation and Vera J. Divenyi, CFP®, CDFA®, Director, Private Wealth Advisor of BMO Private Bank

Approved for 1 CFP CE

This program will examine the important role of philanthropy in comprehensive wealth and estate planning, with a focus on both client outcomes and advisor benefits. The session will review the tax advantages and planning opportunities associated with charitable giving, while also addressing how philanthropy can strengthen client relationships and build long-term trust. The webinar will illustrate effective charitable giving vehicles and demonstrate how philanthropic strategies can be integrated into broader wealth management plans. Participants will gain practical knowledge to deliver greater value to clients, enhance retention, and support business development through legacy planning.

Tickets

$0.00 COFPA Members

$0.00 FPA Members and Nonmembers