Know a #CPA #financialplanner #wealthadvisor #trustofficer #estateplanner or similar professional that's newer to #philanthropy and #charitableplanning?

@daylightadvisors.bsky.social just launched the *free* "Introduction to Philanthropic Planning Certificate" program.

Advisor Tips for Charitable Planning Conversations These 12 topics can lead to charitable giving conversations with your clients.

Here are 11 topics (and conversation starters) about charitable planning to bring up with your clients, plus additional resources to take the discussions further. #financialplanning #charitableplanning

rethinking65.com/advisor-tips...