Philanthropic Planning

$135.00

SKU: 10176 Category: Tag:

Description

Describes proven charitable techniques to accomplish estate and financial planning objectives, and the characteristics and tax advantages of charitable remainder trusts and charitable lead trusts. Explains how to apply for exemption status and filing and reporting requirements. Describes characteristics of pooled income funds, donor-advised funds, and private foundations.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the role of philanthropic planning
  • Define and describe the characteristics of split-interest charitable trusts;
  • Explain the tax considerations for exempt and nonexempt charitable trusts
  • Describe characteristics of other planning vehicles, including pooled income funds, donor-advised funds, and private foundations
  • Additional information

    Audience

    Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

    Length

    Approximately 35 minutes

    Credits

    0.75 CISP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

    0
      0
      Your Cart
      Your cart is emptyReturn to Shop