Charitable Giving from A to Z Training Class

Course ID: 21599

Charitable Giving from A to Z Training Seminar

Reliable Planning Techniques for Charitable Giving

Charitable giving is an important component to many estate plans for those who wish to leave a legacy. It can provide your clients with the personal satisfaction of helping their favorite charity or cause, and effectively minimize estate and income taxes. Are you equipped to knowledgeably handle your client's questions about charitable giving? Are you confident in explaining the uses of various charitable giving trusts along with other giving vehicles? Join us for a complete survey of charitable giving and help your clients secure their legacy. Register today!

Understand the ins and outs of charitable planning so that you can help clients decide if it suits their personal and financial goals.
Explore effective ways to use charitable remainder trusts and charitable lead trusts.
Discover how other charitable giving techniques like pooled income funds, private foundations and donor advised funds can bolster clients' estate plans.
Gain the skills you'll need to assist clients in determining gift allocation, purpose and amount.
Comply with IRS regulations by understanding estate and income tax deductions rules.
Adhere to the rules of professional conduct by knowing the ethical issues you'll face when rendering charitable planning advice.


	Agenda
	DISCUSSING CHARITABLE GIVING WITH THE CLIENT 9:00 - 9:50, James A. Davies. Benefits of Charitable Giving When a Gifting Plan Makes Sense Choosing a Qualified Charity Considerations in Assets to Donate VARIOUS TRUSTS AND THEIR USES 9:50 - 10:45, Andrew W. Heinz. Charitable Remainder Trust Charitable Remainder Annuity Trust Charitable Remainder Unitrust Charitable Lead Trust OTHER CHARITABLE GIVING VEHICLES AND THEIR USES 11:00 - 12:10, James A. Davies. Outright Gifts of Appreciated Assets Life Insurance Pooled Income Fund Qualified Charitable Distribution From an IRA Private Foundation Donor Advised Fund Others DRAFTING TIPS FOR CHARITABLE PLANS 1:10 - 2:20, Andrew W. Heinz. Determining Gift Allocation, Purpose, Amount and Restrictions Planning for Contingencies Working With Reverter Clauses Using Gift Agreements Wording Plans With Appropriate Gift Language Requesting Donation Confirmation Documents From the Charity Working With Directors of Planned Giving CHARITABLE GIVING TAX RULES 2:35 - 3:30, Jesse D. Rodman. Income Tax Deduction Rules Estate and Gift Tax Deduction Rules Reporting Requirements ETHICAL ISSUES TO CONSIDER WHEN RENDERING CHARITABLE GIVING ADVICE 3:30 - 4:30, Jesse D. Rodman. Avoiding Conflicts of Interest - Determining Who the Client Is Representation of Multiple Clients Determining and Collecting Attorneys' Fees Assessing the Client's Mental Capacity