Philanthropic Planning

Course Number: ABA

Course Code: ABA

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

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.

Prerequisites: None

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.75 CISP, CTFA

Length: Approximately 35 minutes

ABA Training