Live and on-demand advisor webcasts​

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Charitable Conversations

Charitable Conversations is a six‑part webcast series from DAFgiving360™ to help financial advisors strengthen philanthropic discussions with clients, informed by the latest research with practical frameworks and real‑world examples. Advisors can earn one hour of CE credit for attending each live webcast.​

Learn more and register for upcoming webinars or watch replays below.

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Effective Philanthropy

DAFgiving360 collaborated with the Stanford Center on Philanthropy and Civil Society (PACS) to produce an exclusive webcast series for financial advisors. The series will help you initiate charitable conversations and develop a robust, value-aligned giving strategy to maximize each client’s charitable impact.​

​Watch webcast replays below to get a clear framework for confidently discussing philanthropy and supporting your clients’ unique philanthropic goals.

Looking for related resources to support your clients’ charitable giving?

Looking for additional resources to support your clients' charitable giving?

DAFgiving360's Advisor Resource Center offers​ tools to guide your charitable giving conversations and educational materials to share with your clients

Visit Advisor Resource Center
 
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DAFgiving360™ is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.

Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

© 2026 Donor Advised Charitable Giving, Inc. All rights reserved.

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