Course ID: CHAR

Financial and Estate Planning Techniques of Charitable Giving

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 many advanced planning strategies in charitable planning.

Learning Objectives

Recognize charitable giving concepts

Major Topics

  • Understanding charitable gift annuities
  • Charitable giving using life insurance
  • Charitable remainder trusts (CRATS and CRUTS)
  • Charitable lead trusts
  • Complete understanding of community foundations
  • Complete understanding of private foundations
  • Conservation easements and fa‡ade easements
  • Retirement plan gifts (making charitable gifts with IRAs or other retirement funds)
  • Testamentary gifts
  • Donor-advised funds
  • Pooled income funds
  • Supporting organizations

Who Should Attend

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

Fields of Study



Basic understanding of estate planning


Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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