National Association of Estate Planners and Councils

The Charitable Planning Desk Reference for Advisors

The Charitable Planning Desk Reference for Advisors® (CPDR), now in its 5th edition was created by Strategic Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth advisors. The Desk Reference is a practical resource designed to help legal and financial professionals more effectively engage their clients in conversations about their philanthropic intent, options and opportunities. The 5th Edition includes new chapters and an expanded resource section. It is the first such comprehensive tool developed specifically for the advisor community to support their integration of philanthropy as a value added and revenue opportunity in their practice.

Some of the topics in The Desk Reference cover:

  • Initiating the charitable conversation;
  • Using non-cash assets to fund charitable giving;
  • Benefits of Charitable Remainder and Charitable Lead Trusts
  • Engaging the next generation;
  • Fundamentals of International Giving
  • A comparative chart illustrating the benefits and limitations of vehicle choice and a resource guide for advisors, and;

NAEPC members are eligible for a 10% discount on the digital version of the Charitable Planning Desk Reference for Advisors® by entering discount code NAEPC10 at checkout.  

> Learn More and Order

01/09/19