Charitable Impact Launches CIRO Accredited Course to Help Advisors Position Donor-Advised Funds in Tax and Financial Planning (opens original article in a new tab)

Charitable Impact introduced a course to help financial advisors use donor-advised funds for tax-efficient charitable giving, addressing a gap in client support.

• Charitable Impact launched a CIRO-accredited course for financial advisors on donor-advised funds (DAFs).
• The course teaches how DAFs support tax-efficient charitable giving and integrate with financial planning.
• Research shows 87% of affluent clients want to give but only 6% get advisor support for charitable giving.