Strategies in Charitable Giving: Unveiling Financial and Estate Planning Techniques

Overview

Charitable giving within the realm of financial and estate planning often presents intricate complexities. This course delivers a comprehensive understanding and familiarity with charitable giving concepts, delving into advanced planning strategies to enhance participants’ prowess in charitable planning

Highlights

Profound insights into charitable gift annuities. Navigating charitable giving through life insurance mechanisms. Exploring the nuances of charitable remainder trusts (CRATs and CRUTs). Mastering charitable lead trusts as part of advanced planning strategies. Comprehensive comprehension of community foundations’ role. Comprehensive understanding of private foundations and their significance. Unveiling the intricacies of conservation and fa‡ade easements. Harnessing the potential of retirement plan gifts, including utilizing IRAs or other retirement funds for charitable donations. Grasping the strategic significance of testamentary gifts. Unlocking the potential of donor-advised funds. Navigating the dynamics of pooled income funds. Proficiency in understanding the role of supporting organizations in charitable planning.

Prerequisites

Basic understanding of estate planning concepts

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Objectives

At the end of this course, you will be able to: Discuss the intricacies of charitable giving concepts.

Notice

Approved for EA Credits