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Incorporating Philanthropic Counsel into Your Advisory Practice, a three hour, web-based training course will guide you through the foundational understanding and tactical skill set required for you to effectively incorporate philanthropic counsel into your client conversations. In session three, learn about the history, structure, benefits, and creative uses of Donor Advised Funds that will allow you to utilize them effectively with philanthropic clients. This session includes a case study on using Donor Advised Funds.
About the Speaker
Jim Wise
Blue TrustJim Wise is a Senior Partner and Senior Financial Advisor for the Private Wealth Division of Blue Trust. A frequent conference speaker for churches and faith-based organizations, Jim also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial Freedom; Spiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has earned many professional designations including the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida, and have six adult children and six grandchildren.
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