Arlene Cogen, CFP
CFP
OR, USChanging the world through leadership and philanthropy
Arlene is a Certified Financial Planner, speaker and bestselling author of Give To Live. Arlene's engaging and inspirational stories leave attendees educated on how to make a charitable gift you never imagined.
Her Keynote and breakout presentations include :
"Give To Live"
"Philanthropic Profit Pipeline."
"Building New Revenue - Make advisors your most powerful allies."
"Getting Professional Advisors on Board with Philanthropy"
"Asset Retention: How to Engage the Next Generation Through Philanthropy"
"Problem-solving with Philanthropy"
"FUN in Philanthropy"
"Leaving a Lasting Legacy: How to make the gift you never knew you had in you?"
Changing the world through leadership and philanthropy
Arlene is a Certified Financial Planner, speaker and bestselling author of Give To Live. Arlene's engaging and inspirational stories leave attendees educated on how to make a charitable gift you never imagined.
Her Keynote and breakout presentations include :
"Give To Live"
"Philanthropic Profit Pipeline."
"Building New Revenue - Make advisors your most powerful allies."
"Getting Professional Advisors on Board with Philanthropy"
"Asset Retention: How to Engage the Next Generation Through Philanthropy"
"Problem-solving with Philanthropy"
"FUN in Philanthropy"
"Leaving a Lasting Legacy: How to make the gift you never knew you had in you?"
Give To Live
Culture of Philanthropy
Format: 2 hour training
Asset Retention: How to Engage the Next Generation
FUN in Philanthropy
Learn how philanthropy can solve financial planning issues; while deepening your relationship with clients and engaging their children. Current and testamentary planning techniques will be discussed. Life income gifts such as charitable gift annuities and charitable remainder trusts will be explored. In addition, you will walk away with questions that engage your clients in the philanthropic conversation; providing you a better sense of what matters to them.
Getting Professional Advisors on Board with Philanthropy
Format: 45-60 Keynote or breakout session
This program is perfect for:
- Nonprofit fundraisers and development staff
- Executive directors
The audience will leave with:
• Learn how to engage with advisors, with the numbers and facts that add value to their practice.
• Learn the...
Building New Revenue Make advisors your most powerful allies.
This session focuses on engagement of advisors...
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