Building An Exceptional
Charitable Planning Practice

Thank you for your registering for Building An Exceptional Charitable Planning Practice. Please click the button below to purchase your access to this webinar. Upon confirmation of your payment you will receive directions of how to log in to the event.




Any questions regarding this event please contact Susanna Marra (732) 450-8866 ext. 24


Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.


Webinar Presentation May 29, 2014 - 2:00 – 3:30 p.m. ET


Registration fee: $39.95

2:00 to 3:30 pm ET



Mark Magnacca
Ray Fazzi

Russ Alan Prince
President, R.A. Prince and Associates, Inc.; Executive Editor, Private Wealth magazine


Gemma Leddy
Partner and Director of Wealth Services,
O'Connor Davies



Registration fee: $39.95


Philanthropy is cornerstone to a sizeable percentage of the affluent. Furthermore, the ability to source and work with these charitably motivated individuals can enable professionals to build substantial and highly profitable practices. This information-intense webinar will provide the empirical support behind the business building power of charitable planning as well as an overview of the key components and strategies that result in an exceptional charitable planning practice.


The topics that will be discussed include:


  • How providing planned gifts results in unsolicited additional business and new affluent clients.
  • The nature of charitable planning and building a charitable planning team.
  • The seven faces of philanthropy.
  • Positioning charitable planning and planned gifts to the philanthropic affluent.
  • Sourcing new philanthropic affluent clients.


The ability to be technically adept as well as proficient in the business development processes of charitable planning is essential to working with the philanthropic affluent. In this webinar, Russ Alan Prince and Gemma Leddy will share the core elements of a highly productive and very prosperous charitable planning practice.



Produced by