THE TOOLS AND TECHNIQUES OF EMPLOYEE BENEFIT

THE TOOLS AND TECHNIQUES OF CHARITABLE PLANNING

1^stEdition

Synopsis

This comprehensive course presents a clear and concise explanation of the tools and techniques that can be used in the charitable planning field. Various tools and techniques are covered, such as bargain sale transactions, charitable gifts of life insurance, charitable gift annuities, pooled income funds, charitable remainder trusts, charitable lead trusts, supporting organizations, community foundations, donor advised funds, private foundations, retirement plan gifts, and testamentary gifts. For most of the tools or techniques, a student is taken on a step by step basis through the answers to questions such as: What is the tool or technique? When is the use of such a device indicated? What are the advantages or disadvantages? What are the requirements? How is it done? What are the tax implications?