Strategies in Charitable Giving Unveiling Financial and Estate Planning Techniques
Wednesday, July 17, 2024
8:00am - 3:30pm (opens at 7:30 AM) EST
8Credits
Technical Business
Registration is Open
Members
$295.00 Regular Price
Non-Members
$395.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MACHARWS
Level: Intermediate
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
Charitable giving within the realm of financial and estate planning often presents intricate complexities. This course delivers a comprehensive understanding and familiarity with charitable giving concepts, delving into advanced planning strategies to enhance participants' prowess in charitable planning.Objectives:
Discuss the intricacies of charitable giving concepts.Presenters:
-
Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
- Profound insights into charitable gift annuities.
- Navigating charitable giving through life insurance mechanisms.
- Exploring the nuances of charitable remainder trusts (CRATs and CRUTs).
- Mastering charitable lead trusts as part of advanced planning strategies.
- Comprehensive comprehension of community foundations' role.
- Comprehensive understanding of private foundations and their significance.
- Unveiling the intricacies of conservation and fa‡ade easements.
- Harnessing the potential of retirement plan gifts, including utilizing IRAs or other retirement funds for charitable donations.
- Grasping the strategic significance of testamentary gifts.
- Unlocking the potential of donor-advised funds.
- Navigating the dynamics of pooled income funds.
- Proficiency in understanding the role of supporting organizations in charitable planning.
Major Topics:
- Profound insights into charitable gift annuities.
- Navigating charitable giving through life insurance mechanisms.
- Exploring the nuances of charitable remainder trusts (CRATs and CRUTs).
- Mastering charitable lead trusts as part of advanced planning strategies.
- Comprehensive comprehension of community foundations' role.
- Comprehensive understanding of private foundations and their significance.
- Unveiling the intricacies of conservation and fa‡ade easements.
- Harnessing the potential of retirement plan gifts, including utilizing IRAs or other retirement funds for charitable donations.
- Grasping the strategic significance of testamentary gifts.
- Unlocking the potential of donor-advised funds.
- Navigating the dynamics of pooled income funds.
- Proficiency in understanding the role of supporting organizations in charitable planning.