CPAacademy.org | PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO

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Philanthropy 201: Moving From Transactional Giving to a Strategic Plan

Specialized Knowledge

PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN

Available Date(s)

Tuesday, October 22, 2024: 10:00AM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Specialized Knowledge

CE Credits 0.0 hours

Course Level Intermediate

Instructional Method Group Internet Based

Prerequisites Understanding of points covered in the Philanthropy 101 webinar (please see course description for a link to this webinar)

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional

Series: Women in Accounting

Course Description

This course will expand on the material covered in the presenter's Philanthropy 101 webinar to go deeper into details about starting a giving plan for personal use or clients and provide helpful tips on approaching the non-profit landscape.

This webinar will further explore insights into donor advised funds, the world of impact investing, and how next-gen donors are approaching the philanthropic journey.

Learning Objectives:

Recognize an example of a roadmap to develop a giving plan

Give examples of how to navigate the multitude of causes and non-profits

Recognize insights and trends regarding the next generation of philanthropists

Evaluate education on the world of donor advised funds

Outline an initial overview of impact investing and its intersection with philanthropy

Please make sure that you browse the materials from the Philanthropy 101 webinar for basic-level details that will be expanded upon in this webinar.

Katie Collins

Pathway Philanthropic Solutions
Founder and Principal
[email protected]

With over twenty years of experience in the philanthropic sector, Katie is a proven strategist and relationship builder who helps high-net-worth individuals and families achieve their charitable goals and maximize their social impact. She has a deep understanding of the complex needs and dynamics of multi-generational families, as well as the diverse landscape of non-profit organizations and causes.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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About Our Presenter

Pathway Philanthropic was established in 2023, deeply rooted in connectivity, community, and innovation. Having spent the past twenty years of her career working with donors, non-profits, and financial advisors, Katie Collins founded the firm with the goals of breaking down siloes in the philanthropic sector, creating resources that are actionable, and helping to advance individuals and organizations wherever they may be on their respective pathways to philanthropic impact.