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Professional Advisor Events
CE-lebration Luncheon
Continuing Education Program and Recognition of Atlas Advisors and Advisor Referrals
09.29.26
11:00 a.m. – 1:00 p.m. | $40 Registration
Featuring Guest Speaker Dana Holt
Amplify Your High Net Worth Practice with Charitable Planning
1 CE Credit for Attorneys, CPAs and CFPs
Advisor University
101: Donor Advised Funds
Explore the fundamentals of Community Foundation Donor Advised Funds and discover what distinguishes a community-rooted partner from national providers. Learn how strategic charitable giving strengthens your client relationships while simplifying their philanthropy.
201: Beyond the DAF
Move beyond the basic DAF to explore diverse giving vehicles tailored for unique client scenarios. We provide a comprehensive overview of specialized funds and giving circles designed to match specific philanthropic goals. Discover how to pair your client’s unique situation with the perfect charitable tool.
301: Legacy Giving & Complex Assets
Unlock a higher level of philanthropy by transforming real estate, appreciated stock, and other complex assets into community impact. We serve as your expert consultants, navigating the technical requirements to ensure a seamless experience for you and your client. Learn how to simplify the donation process while amplifying your client’s enduring legacy.
