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How to Add Client Value Through Charitable Giving Advice
Welcome and Introduction
Learning objectives and outcomes (2:04)
Why Offer Charitable Giving Advice?
The charitable giving landscape in the UK (1:59)
Strengthening your client experience with charitable giving advice (2:12)
What's different about women and millennials in how they view their money (3:20)
Quiz 1
The Tax Benefits of Charitable Giving
Benefits for higher rate or additional rate taxpayers (2:25)
Benefits for clients looking to lower their inheritance tax (1:39)
The nuts and bolts of charitable giving
Giving vehicles (4:21)
How charitable giving fits into a larger values-driven financial plan (2:34)
When and how to start the conversation about charitable giving (2:37)
Quiz 2
Thank You and Two Resources for You
Closing video and bonus resources (1:57)
How charitable giving fits into a larger values-driven financial plan
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