The Competitive Context
Estate planners are rapidly adopting the NAEPC Multi-Disciplinary Teaming Model. AEP® designees are in the forefront. In this webinar you will see that a particular specialty (advice on grant-making for philanthropic impact) is often missing, even when philanthropy is a big part of the estate plan. Be aware: certain of your competitors do offer such advice.
The Case
The Melton’s recently sold a significant family business. With their advisors’ help, they set up a family foundation and have made their first grants. Then comes cordial chaos as the three generations of the Melton’s try to formulate a plan for grants that align with a shared vision of impact.
Learning Objectives
- By the end of this session you will be able to:
- Identify when strategic grant-making advice is needed
- Identify specialists providing such advice to family foundations and large donor advised funds
- Decide whether you will handle such advice or hand it off
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
Philip Cubeta, CLU®, ChFC®, AEP®, AEP®, CAP®
Sallie B. and William B. Wallace Chair in Philanthropy
The American College
Tony Macklin, CAP®
Chartered Advisor in Philanthropy®
Jennie Zioncheck, CAP®, MFT
Director of Development
The Pittsburgh Foundation
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
SPONSORED BY
and the Accredited Estate Planner® designation