Why this matters
Charitable giving is part of how clients think about their financial decisions, but many clients do not have a clear way to compare options or approach giving strategically.
This course gives advisors a practical introduction to donor-advised funds, including how they work, the strategies they enable, and how they can support more intentional, tax-efficient charitable giving.
Advisors who complete this course will be able to bring charitable giving into client planning conversations with more clarity, confidence, and practical context.
