The Law and Taxation of Charitable Gift Planning
By MarketSmart, LLC.
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Category: Government
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Episodes: 65
Description
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning.
Earn CFRE credits by taking the test (link included in final episode).
| Episode | Date |
|---|---|
|
Life Insurance in Charitable Planning (Part 4) - Creating New Policies for Charity
|
Apr 06, 2017 |
|
Life Insurance in Charitable Planning (Part 3) - Giving Existing Policies
|
Apr 06, 2017 |
|
Life Insurance in Charitable Planning (Part 2) - The ILIT
|
Apr 06, 2017 |
|
Life Insurance in Charitable Planning (Part 1) - Wealth Replacement
|
Apr 06, 2017 |
|
Donating Retirement Assets (Part 3) - Roth Conversions & Charity
|
Apr 06, 2017 |
|
Donating Retirement Assets (Part 2) - Giving at Death
|
Apr 06, 2017 |
|
Donating Retirement Assets (Part 1) - Giving During Life
|
Apr 06, 2017 |
|
Charitable Lead Trusts (Part 4) - Income Tax Planning
|
Apr 06, 2017 |
|
Charitable Lead Trusts (Part 3) - Special Trust Types
|
Apr 06, 2017 |
|
Charitable Lead Trusts (Part 2) - Estate Tax Calculations
|
Apr 06, 2017 |
|
Charitable Lead Trusts (Part 1) - Introduction
|
Apr 06, 2017 |
|
Charitable Remainder Trusts (Part 6) - Solutions & Problems
|
Apr 06, 2017 |
|
Charitable Remainder Trusts (Part 5) - Special Trust Types
|
Apr 06, 2017 |
|
Charitable Remainder Trusts (Part 4) - Taxing Distributions
|
Apr 06, 2017 |
|
Charitable Remainder Trusts (Part 3) - Calculating Deductions
|
Apr 06, 2017 |
|
Charitable Remainder Trusts (Part 2) - Tax Benefits
|
Apr 06, 2017 |
|
Charitable Remainder Trusts (Part 1) - Introduction
|
Apr 06, 2017 |
|
Private Foundations (Part 7) - Donor Advised Funds
|
Apr 06, 2017 |
|
Private Foundations (Part 6) - Investments
|
Apr 06, 2017 |
|
Private Foundations (Part 5) - Distributing Income
|
Apr 06, 2017 |
|
Private Foundations (Part 4) - Insider Benefits
|
Apr 06, 2017 |
|
Private Foundations (Part 3) - Tax Rules
|
Apr 06, 2017 |
|
Private Foundations (Part 2) - Private Foundations vs. Public Charities
|
Apr 06, 2017 |
|
Private Foundations (Part 1) - What are PFs and DAFs
|
Apr 06, 2017 |
|
Retained Life Estates (Part 5) - Rules After the Gift is Made
|
Apr 06, 2017 |
|
Retained Life Estates (Part 4) - Calculating the Deduction for a Home
|
Apr 06, 2017 |
|
Retained Life Estates (Part 3) - Advanced Planning Strategies
|
Apr 06, 2017 |
|
Retained Life Estates (Part 2) - Calculating the Deduction for Farmland
|
Apr 06, 2017 |
|
Retained Life Estates (Part 1) - Introduction
|
Apr 06, 2017 |
|
Partial Interest Gifts (Part 3) - Owning Only a Partial Interest
|
Apr 06, 2017 |
|
Partial Interest Gifts (Part 2) - The Undivided Share
|
Apr 06, 2017 |
|
Partial Interest Gifts (Part 1) - Rule Against Partial Interest Gifts
|
Apr 06, 2017 |
|
Taxation of Charitable Gift Annuities (Part 4) - Gift Taxes and Special Assets
|
Apr 06, 2017 |
|
Taxation of Charitable Gift Annuities (Part 3) - Taxes on Payments with Capital Gains
|
Apr 06, 2017 |
|
Taxation of Charitable Gift Annuities (Part 2) - Taxes on Payments
|
Apr 06, 2017 |
|
Taxation of Charitable Gift Annuities (Part 1) - Calculating the Deduction
|
Apr 06, 2017 |
|
Charitable Gift Annuities (Part 5) - Risks for Charities
|
Apr 06, 2017 |
|
Charitable Gift Annuities (Part 4) - Special CGA Types
|
Apr 06, 2017 |
|
Charitable Gift Annuities (Part 3) - Risks for Donors
|
Apr 06, 2017 |
|
Charitable Gift Annuities (Part 2) - Uses for Donors
|
Apr 06, 2017 |
|
Charitable Gift Annuities (Part 1) - Introduction
|
Apr 06, 2017 |
|
Bargain Sale Gifts (Part 3) - Special Tax Benefits
|
Apr 06, 2017 |
|
Bargain Sale Gifts (Part 2) - Capital Gain Property
|
Apr 06, 2017 |
|
Bargain Sale Gifts (Part 1) - Introduction
|
Apr 06, 2017 |
|
Income Limits on Charitable Deductions (Part 5) - Complex Combinations
|
Apr 06, 2017 |
|
Income Limits on Charitable Deductions (Part 4) - Carryover Deductions
|
Apr 06, 2017 |
|
Income Limits on Charitable Deductions (Part 3) - Gifts to Private Foundations
|
Apr 06, 2017 |
|
Income Limits on Charitable Deductions (Part 2) - Gifts to Public Charities
|
Apr 06, 2017 |
|
Income Limits on Charitable Deductions (Part 1) - Introduction
|
Apr 06, 2017 |
|
Valuing Charitable Gifts of Property (Part 4) - Penalties
|
Apr 06, 2017 |
|
Valuing Charitable Gifts of Property (Part 3) - Special Assets
|
Apr 06, 2017 |
|
Valuing Charitable Gifts of Property (Part 2) - Examples
|
Apr 06, 2017 |
|
Valuing Charitable Gifts of Property (Part 1) - The Rules
|
Apr 06, 2017 |
|
Documenting Charitable Contributions (Part 3) - Property Gifts
|
Apr 06, 2017 |
|
Documenting Charitable Contributions (Part 2) - Cash Gifts
|
Apr 06, 2017 |
|
Documenting Charitable Contributions (Part 1) - Introduction
|
Apr 06, 2017 |
|
Elements and Timing of a Charitable Gift (Part 3) - Keeping Special Rights
|
Apr 06, 2017 |
|
Elements and Timing of a Charitable Gift (Part 2) - Checks & Credit Card Gifts
|
Apr 06, 2017 |
|
Elements and Timing of a Charitable Gift (Part 1) - The Basics
|
Apr 06, 2017 |
|
Intro to Taxes (Part 3) - Capital Gains, Estate, Gift and Generation Skipping Taxes
|
Apr 06, 2017 |
|
Intro to Taxes (Part 2) - Tax Deductions
|
Apr 06, 2017 |
|
Intro to Taxes (Part 1) - Tax Brackets
|
Apr 06, 2017 |
|
Intro to Planned Giving (Part 3) - Motivations for Financial Advisors
|
Apr 06, 2017 |
|
Intro to Planned Giving (Part 2) - Motivations for Fundraisers
|
Apr 06, 2017 |
|
Intro to Planned Giving (Part 1) - The Tools
|
Apr 06, 2017 |