Self-Study: Charitable Giving Strategies

Overview

With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider, and many alternatives to obtain tax benefits and meet our clients’ objectives.

Highlights

• Gifts of cash and property
• Percentage limitations and substantiation requirements
• Gifts of partial interests in property and transfers in trust
• Community foundations, donor advised funds, and private foundations

Prerequisites

None.

Objectives

• Determine the numerous ways to give and the variety of charities
• Recognize the giving requirements and the percentage limitations on cash and property gifts
• Identify the best technique to use based on the clients' giving objectives

Preparation

None.