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The Non-Cash Giving Conversation
Join us for the second installment of Inside Giving in 2022, a quarterly advisor webinar series.

In this 90-minute webinar, advisors will have the opportunity to gain knowledge to strengthen client relationships and earn 1.5 hours of CFP® and CKA® credit. Certificates of completion are available upon request.

Engaging a client in a giving conversation can often be intimidating if you don’t know where to start. Using a case study approach, NCF’s team of gift planning attorneys and other experts will use a sample client balance sheet to walk participants through how to identify, introduce and engage a client in effective non-cash giving conversations.

During this webinar, you will learn:

• how to introduce a giving conversation with a client
• what characteristics of an asset could make it a good gift
• why good questions can bring better understanding when evaluating an asset for potential gifting
• what questions you should consider asking your client in a giving conversation
• how to prepare your clients for a good complex gift experience

We look forward to sharing this time together!

May 11, 2022 03:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: National Christian Foundation.