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Module Three
Charitable Gifting Part One: Assets and Entities
Focus on foundations: private, public, supporting, and community; general tax rules, restrictions and limitations.
- Charitable Gift Assets -Types of classes, risk and benefits of each, and evaluation of assets and procedures for conveying title, ownership, and possession
Instructor: Fred J. Marcus
Charitable Gifting Part Two: Other Deferred Gifting Techniques
Focus on design issues, valuation concerns, administration/operation, and obtaining tax deduction and benefits of both outright and deferred methods.
- Outright Methods-Bargain sales, conservation easement, services, and in-kind retirement assets
- Deferred Methods-Wills, charitable trusts, charitable gift annuities, life insurance, pooled income funds, and remainder interest in residence or farm
- Design Issues
- Valuation Concerns
- Administration and Operation
- Charitable Gift Substantiation for Tax Benefits
Ultimately, the course focuses on interpreting the data gathered
and the introduction of those charitable gift strategies which may
compliment the client's overall objectives.
Instructors: Claudia B. Sangster and Steven Chidester
Dates: January 27-30, 2009
Fee: $1225.00
Course Number-8903
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