Philanthropic Planning – How it Benefits Your Client and Their Community

Course Description: This course explains why and how financial planning could include philanthropic planning advice.   Studies show that clients don’t know who to turn to to discuss philanthropic planning as part of their overall financial plan.  Studies also show that advisors are not having a philanthropic conversation with their clients, and that there is a need for more professionals with knowledge of charitable planning strategies.  Not for profits are struggling for support and for a clearer understanding of the advisor’s role in the gifting process.  One solution is a philanthropic planning designation which brings a core curriculum of knowledge and expertise for the benefit of the client and the community.

Learning Objectives:  The objective of this presentation is to learn how your clients can meet their gifting goals through philanthropic planning.   Gain a basic understanding of how to approach this discussion with your clients, the most common planning tools used, and the big picture problems that philanthropic planning knowledge can help solve.  Learn about the coursework of the Chartered Advisor in Philanthropy (CAP) program.

About the presenter:

Lesley Winston, CAP, CPCU, AAI

Les Winston founded Insurance and Financial Services Inc. in 1977. A company built on the strongest principles of industry acumen and impeccable customer service, Insurance and Financial Services Inc caters implicitly to private clients who desire and require personal, undivided attention. Mr. Winston’s service portfolio includes an affiliate company – Insurance and Financial Services of South Florida – to provide registered investment advisory services. Les Winston holds the following certifications in financial planning and risk management:Chartered Advisor in Philanthropy (CAP®); Accredited Adviser in Insurance (AAI®); and Chartered Property Casualty Underwriter (CPCU®).  He is also the chair of the Advisors in Philanthropy Foundation.