Strategies in Charitable Giving: Financial and Estate Planning Techniques
Overview
Charitable giving within financial and estate planning presents a range of intricate complexities. This course provides participants with a comprehensive understanding of charitable giving concepts, exploring advanced strategies that enhance proficiency in charitable planning. From charitable gift annuities to testamentary gifts, participants will learn how to integrate these techniques into their clients’ financial and estate plans, ensuring effective and impactful charitable giving. The course covers key topics such as charitable remainder and lead trusts, the use of retirement funds for charitable donations, and the role of donor-advised funds. By the end of this program, participants will have the tools to navigate the complexities of charitable planning and offer tailored solutions for their clients’ philanthropic goals.
Highlights
Charitable gift annuities and their use in planning
Life insurance mechanisms for charitable giving
Charitable remainder trusts (CRATs and CRUTs)
Charitable lead trusts and advanced planning strategies
Role of community and private foundations in charitable planning
Retirement plan gifts, including IRAs for charitable donations
Donor-advised funds and pooled income funds
Testamentary gifts and their strategic significance
Conservation and façade easements
Supporting organizations and their role in charitable planning
Prerequisites
Basic understanding of estate planning concepts.
Designed For
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Objectives
At the end of this course, you will be able to:
Discuss the intricacies of charitable giving concepts.
valuate the use of charitable gift annuities in estate planning.
Analyze charitable giving strategies through life insurance mechanisms.
Implement advanced planning strategies with charitable remainder and lead trusts.
Assess the role of community and private foundations in charitable giving.
Integrate retirement plan gifts, including IRAs, into charitable strategies.
Utilize donor-advised funds and pooled income funds in charitable planning.
Explain the significance of testamentary gifts and supporting organizations.
Leader(s):
Leader Bios
Art Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, Esquire, is currently a shareholder in the law firm of Werner & Rocca, P.C., and in the lecture firm of Werner, Rocca & Susman Seminars, Ltd. Mr. Werner’s areas of practice include business, tax, financial, and estate planning for high net worth individuals. In addition to the practice of law, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. A member of the Pennsylvania Bar, Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 500 eight-hour seminars over the past decade. Over the past ten years, Mr. Werner was rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $330.00
Member Price $305.00