![George Nichols with FinServe philanthropy panel](/sites/default/files/styles/default_style/public/2023-07/rt-finservesummit2023philanthropypanel.jpeg?itok=hAGSl_rE)
Philanthropic Planning | Insights
FinServe Network Advisors Explore the Future of Philanthropy
Philanthropy was a hot topic at the College’s inaugural 2023 FinServe Network Summit, as advisors continue to expand their work in this important and growing field.
April 18, 2023
April 18, 2023
![Image banner with headshot of Andrew Tudor](/sites/default/files/styles/default_style/public/rt-finserveinsight-andrewtudor.jpg?itok=tXoXOHFQ)
Financial Planning Philanthropic Planning Retirement Planning | Insights
FinServe Ambassador Charts Career Evolution Through Specialization
June 25, 2024
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | Insights
Advanced Practitioners Faciliator's Guide to Using Case Studies
February 01, 2023
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | On-Demand Webcasts
Crisis in Ukraine–How Advisors Can Lead the Conversation
March 31, 2022
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | On-Demand Webcasts
Impactful Philanthropy Via Recoverable Grants
March 07, 2022
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
August 12, 2021
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
July 26, 2021
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
April 21, 2021
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | On-Demand Webcasts
Inspiring Leaders in Philanthropy - Promoting Economic Mobility in Underserved Communities
April 01, 2021
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | Insights
How You Can Create a Philanthropic Legacy Without Being Ultra-Rich
December 01, 2020
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | Insights
5 Ways Financial Advisors Help Charitable Giving
December 01, 2020
![Image banner with headshot of Andrew Tudor](/sites/default/files/styles/default_style/public/rt-finserveinsight-andrewtudor.jpg?itok=tXoXOHFQ)
Financial Planning Philanthropic Planning Retirement Planning | Insights
FinServe Ambassador Charts Career Evolution Through Specialization
June 25, 2024
![Knowledge Hub Teaser Image](/sites/default/files/styles/default_style/public/2023-04/rt-knowledgehub-general.png?itok=TVyCW_EY)
Philanthropic Planning | Insights
Advanced Practitioners Faciliator's Guide to Using Case Studies
February 01, 2023