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Free cpe webinars
Charitable Giving and Donor-Advised Funds

CHARITABLE GIVING AND DONOR-ADVISED FUNDS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 27, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

According to Fidelity, donor-advised funds are the fastest-growing charitable giving vehicle in the United States. Join us for this informative webinar to get answers and be better prepared to help your clients with their charitable giving.

Learning Objectives:


  • Recognize how and why people give

  • Outline different options for charitable giving, including restricted versus unrestricted gifts and current-use versus endowed gifts

  • Summarize what a donor-advised fund is and the best way to use this tax-advantaged vehicle

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Richard Peck

Richard C. Peck Consulting, LLC
Independent Philanthropy Consultant
thephilanthropyguy@gmail.com
(603) 387-3897

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Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.

For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services.

Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals.  He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.

Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.
Rick is the incoming president of the board of directors of the International Association of Advisors in Philanthropy (AiP).  He is also a member of the American College of Financial Services’ inaugural FinServe network of philanthropic thought leaders and was recently on a small televised panel with the College’s president George Nichols, who interviewed him.  Rick is a member of the Association of Fundraising Professionals Northern New England (AFP-NNE), the Boston Estate Planning Council (BEPC), the Financial Planning Association (FPA), the NH & VT Council of Charitable Gift Planners, the NH Estate Planning Council, and the business networking group USA 500, where he hosts the only Nonprofit RoundTable.  He is a former member of the community foundation-focused AdNet (Advancement Network) and the Amelia Group (VPs of Development of large community foundations across the U.S.), where he served as the Amelia Group’s organizer and moderator for almost two years.  Rick is also a frequent speaker on the topic of philanthropy with Leimberg Information Services (LISI) and CPA Academy, as well as AFP-NNE and Volunteer NH.  Lastly, Rick is invited often to speak for the Real Agents of Change (RAOC), which is a national movement comprised of real estate agents promoting donations of real estate to nonprofits around the country.

Rick and his wife Claudette live in Concord, New Hampshire.
 

About Our Presenter

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Richard C. Peck Consulting, LLC focuses on medium-to-large nonprofits that are starting a fundraising program for the first time---or they have one and are interested in taking their existing program to the next level.  Rick also works with individuals and families who want customized, strategic help related to charitable giving; these clients are often referred to him via family offices, wealth advisors, trusts & estate attorneys, and CPAs.