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 a number of advanced planning strategies in the area of charitable planning.


LEARNING OBJECTIVES
  • To provide practitioners with an understanding and familiarity of charitable giving concepts.

MAJOR TOPICS
  • 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

DESIGNED FOR
CPAs, financial planners, bankers, insurance agents, attorneys

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
Basic understanding of estate planning

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Intermediate

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org