Discover How to Build Charitable Financial and Estate Planning Expertise in Your Practice in the Fastest, Easiest Way Possible
A client walks into your office and says, “I want to sell my commercial building and don’t want to pay the capital gains taxes on my appreciation.”
You say, “OK, no problem. We can do a 1031 exchange into another piece of property,” confident you’re giving him the best advice.
But you missed something. Something critical: Your client doesn’t want to manage a new piece of real estate. He really just wants to relax.
The truth is, a 1031 exchange is probably not his ideal choice. There are a variety of charitable techniques that would allow him to sell his property tax free, receive income, and most importantly, to achieve his primary goal: relaxation.
This kind of oversight can cost you clients, money, and referrals.
Your competitors know these techniques, and that makes you nervous. You know you need to learn charitable and estate planning, but it’s not that simple.
Becoming Proficient in Charitable Financial and Estate Planning is a Logistical Challenge
If you start searching Google for planned giving training, you’ll quickly realize that most of the training options out there are in-person training seminars.
Though effective, these types of events require you to schedule time off of work (which costs you money), and frequently require travel with all the related expenses… airfare, meals, hotel, etc.
There’s a lot to learn, too: Testamentary transfers, donor advised funds, gifts of life insurance, pooled income funds, charitable gift annuities, charitable remainder trusts, life estate agreements, tangible personal property, and private foundations.
Packing all of that into a few days forces you to “drink from the firehose,” consuming more information than they can retain in such a short timeframe.
We kept thinking, “There must be a better way for professional advisors to learn charitable financial and estate planning.”
Introducing the Practice Transformation Program
EzCharitable’s Practice Transformation Program is a comprehensive online video training course for professional advisors and non-profit fundraisers.
With 30+ videos totaling over 12 hours of training, you will learn everything you need to know to succeed with charitable financial and estate planning in 2016.
Rather than scheduling flights and hotels, taking costly time off of work, and leaving your family to go to a 3-day seminar, you just log in to our members’ area and study in the comfort of your own home or office. No expensive trips, and no time out of the office far from home.
Even better, unlike live training seminars you aren’t limited to 2 or 3 days to learn. Since the Practice Transformation Program is available online 24/7, you can learn at your own pace on whichever schedule works best for you. And, with easy access to the instructors via email, you can ask questions at any time.