Strategies in Charitable Giving: Financial and Estate Planning Techniques

Overview

Charitable giving within financial and estate planning presents a range of intricate complexities. This course provides participants with a comprehensive understanding of charitable giving concepts, exploring advanced strategies that enhance proficiency in charitable planning. From charitable gift annuities to testamentary gifts, participants will learn how to integrate these techniques into their clients’ financial and estate plans, ensuring effective and impactful charitable giving. The course covers key topics such as charitable remainder and lead trusts, the use of retirement funds for charitable donations, and the role of donor-advised funds. By the end of this program, participants will have the tools to navigate the complexities of charitable planning and offer tailored solutions for their clients’ philanthropic goals.

Highlights

Charitable gift annuities and their use in planning, Life insurance mechanisms for charitable giving, Charitable remainder trusts (CRATs and CRUTs), Charitable lead trusts and advanced planning strategies, Role of community and private foundations in charitable planning, Retirement plan gifts, including IRAs for charitable donations, Donor-advised funds and pooled income funds, Testamentary gifts and their strategic significance, Conservation and fa‡ade easements, Supporting organizations and their role 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. Evaluate the use of charitable gift annuities in estate planning. Analyze charitable giving strategies through life insurance mechanisms. Implement advanced planning strategies with charitable remainder and lead trusts. Assess the role of community and private foundations in charitable giving. Integrate retirement plan gifts, including IRAs, into charitable strategies. Utilize donor-advised funds and pooled income funds in charitable planning. Explain the significance of testamentary gifts and supporting organizations.