Estate Planning for Charitable Giving
Estate Planning for Charitable Giving provides participants with the knowledge needed to advise clients in the area of charitable giving and how it is used to provide additional liquidity for the estate and savings on potential estate taxes.
| Price | $215 Nonmembers / $160 Members |
| Course Credits | AIB: 0 ; ICB: 8.5 (CTFA/PFI) ; CFP: 4.5 |
| Prerequisites | Basic knowledge of estate tax |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
This course is appropriate for trust officers who already have a basic knowledge of estate tax and seek to expand their skills to enable them to advise clients with respect to their clients' estate plans.
Learning Objectives
After completing this course, students will be able to:
- Identify the advantages, features, and benefits of charitable trusts.
- Explain the tax rules affecting charitable contributions
- Advise clients when charitable gifts are appropriate and how such gifts should be made, in light of tax and non-tax considerations
- Counsel clients regarding charitable planning opportunities
- Explain the benefits and disadvantages of public and private foundations and supporting organizations
- Determine the tax deduction based on the suggested type of charitable contribution for clients
- Identify the primary characteristics of split-interest trusts
- Determine which charitable trust will best serve clients' personal and charitable needs
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.