A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know

About the Program

Case Study: Peter and Charlotte Cade

Philanthropic Planning in the African American Community

In this presentation, we’ll unpack a myriad of topics that advisors should be aware of, and discuss how to address them to assist the Cade family. The Cade family information touches on planning challenges and the need for creative thinking when it comes to addressing their legal, tax, financial, business, and charitable giving needs:

• As an advisor - what is the first thing you would do? 
• What concerns and issues do they have that you can assist them with? 
• Do you have ideas to help them achieve their goals today and in the future? 

The case study will show case philanthropic, estate and financial planning concepts – with the focus on philanthropy planning. The purpose is for you as advisors and gift planners to use this beginning case study as a tool to learn, share, and practice with others in your organizations (or anywhere!).

The case study was created by Aquanetta Betts, JD, CAP®, AEP®, CFRE for the Center for Philanthropy and Social Impact, The American College of Financial Services.

About the Speaker

Aquanetta Betts, JD, CAP ®, AEP ®, CFRE is the Director of Planned Giving at George Mason University. Prior to joining George Mason University, she was the Senior Executive Director of Planned Giving at World Vision (Eastern U.S.). Before her roles within organizations, Aquanetta worked for more than a decade as an estate planning attorney in the District of Columbia and Maryland. She is the President of the Chesapeake Planned Giving Council, and serves on the board of the Baltimore Estate Planning Council. She also serves in leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section, the International Association of Advisors in Philanthropy, and the National Association of Charitable Gift Planners where she is a board member, and serves as chair of the Diversity, Equity, and Inclusion Committee.

Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

Registration Fees

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

• $40 / Accredited Estate Planner® designee or Junior/Student
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member  
• $250 / council meeting or group gathering 
  
  

  Upcoming Programs

   

  August 9, 2023 Corporate Transparency Act and Common Law Trusts Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. September 13, 2023 What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP® October 11, 2023 Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) December 13, 2023 Topic TBD Speaker TBD