- Provides Strategies for Securing Planned Gifts
- Explores Planned Giving Vehicles
- Covers Tax and Estate Law
Planned giving is a process of legal, financial, charitable, and tax planning that allows donors to address other estate planning while making a substantial gift. These courses teach you about the different types of planned gifts and the techniques for securing them through a testamentary vehicle such as a will or a charitable trust.
Survey a variety of charitable gift structures, including planned giving, that return significant income and tax benefits to the donor.