CONTACT THE BUSINESS LEARNING INSTITUTE
Name*
Email Address*
Phone Number:
Message:
Please enter the following text in the box below:
captcha
ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Financial and Estate Planning Techniques of Charitable GivingCOURSE ID: CHAR
DESCRIPTION

Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of and familiarity with charitable giving concepts. In addition, the course looks at a number of advanced planning strategies in the area of charitable planning.

DESIGNED FOR: CPAs, financial planners, bankers, insurance agents, attorneysFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: IntermediatePREREQUISITES: Basic understanding of estate planningCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide practitioners with an understanding and familiarity of charitable giving concepts.
HIGHLIGHTS:

* Understanding charitable gift annuities * Charitable giving using life insuarnce * Charitable remainder trusts (CRATS and CRUTS) * Charitable lead trusts * Understanding of community foiundations * Understanding of private foundations * Conservation easements and facade easements * Retirement plan gifts (making charitable gifts with IRAs or other retirement funds) * Testamentary gifts * Donor advised funds * Pooled income funds * Supporting organizations

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
SUBSCRIBE TO THE BLI BLOG