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Free cpe webinars
Charitable Giving and Donor-Advised Funds

CHARITABLE GIVING AND DONOR-ADVISED FUNDS

Available Date(s)
Monday, December 02, 2024: 9:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

According to Fidelity, donor-advised funds are the fastest-growing charitable giving vehicle in the United States. Join us for this informative webinar to get answers and be better prepared to help your clients with their charitable giving.

Learning Objectives:


  • Recognize how and why people give

  • Outline different options for charitable giving, including restricted versus unrestricted gifts and current-use versus endowed gifts

  • Summarize what a donor-advised fund is and the best way to use this tax-advantaged vehicle

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Richard Peck

Richard C. Peck Consulting, LLC
Independent Philanthropy Consultant
[email protected]
(603) 387-3897

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Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and upcoming book.


He works closely with nonprofits who are trying to raise money more effectively, with donors who are trying to give money away more impactfully, and with CPAs, wealth advisors, and trusts & estates attorneys who are trying to get better at the philanthropic conversation.


Until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement, and donor services. Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.


Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.


Rick is the current president of the board of directors of the International Association of Advisors in Philanthropy (AiP). He is also a member of the American College of Financial Services’ inaugural FinServe network of philanthropic thought leaders and was recently on a small televised panel with the College’s president George Nichols, who interviewed him. Rick is a member of the Association of Fundraising Professionals Northern New England (AFP-NNE), the Boston Estate Planning Council (BEPC), the Financial Planning Association (FPA), the NH & VT Council of Charitable Gift Planners, the NH Estate Planning Council, and the business networking group USA 500, where he hosts the only Nonprofit RoundTable. He is a former member of the community foundation-focused AdNet (Advancement Network) and the Amelia Group (VPs of Development of large community foundations across the U.S.), where he served as the Amelia Group’s organizer and moderator for almost two years. 


Rick is co-creating and presenting the first module of a new certificate (called the Impact Philanthropy Advisor) as part of the nationally renowned Daylight Advisors team under the direction of its founder, Dien Yuen.


He is also a frequent speaker on the topic of philanthropy with Leimberg Information Services (LISI), myCPE, and CPA Academy.


Rick and his wife Claudette own property in Wells, Maine and Belmont, NC.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Richard C. Peck Consulting, LLC focuses on medium-to-large nonprofits that are starting a fundraising program for the first time---or they have one and are interested in taking their existing program to the next level.  Rick also works with individuals and families who want customized, strategic help related to charitable giving; these clients are often referred to him via family offices, wealth advisors, trusts & estate attorneys, and CPAs.