This course 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.
After successfully completing this course, you should 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
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
Who Should Attend:
Trust Officers who already have a basic knowledge of
estate tax and seek to expand their skills to better
advise clients with respect to charitable giving as a part
of their estate plans.
