innovative strategies for charitable giving

As a Chartered Advisor in Philanthropy I’ve joined the board of numerous charities to help people in need.

Serendipity has caused these connections to lead to the three largest cases (based on first year commission) of my career.

Innovative Strategies was originally presented to the Children’s Hospital of Seattle Charitable Giving symposium, then Oakland Children’s Hospital, then to anArizona Philanthropy Conference and on to dozens of others.

It looks at how financial products can amplify and enable large charitable gifts as part of clients estate planning process.

A terrific discussion for your producers who want to move into advanced markets, or to open new markets, while helping charities serve their clients