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Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits 1 Credit

Nov 08, 2022, 04:00 PM ET

Understanding Planned Estate Giving – A Win-Win for Donors and Non-Profits 1 Credit

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  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
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Nov 08, 2022, 04:00 PM ET

Learning Objective

  • To determine how to respond to your clients’ questions about charitable planned estate giving
  • To describe that there are comfortable ways for you to bring up charitable giving with your clients to help them think through options
  • If a board member and/or advisor to non-profit organizations appreciate your role in helping the organization get into and/or increase their presence in planned estate giving

Course Overview

Planned giving is a win-win approach to philanthropy that lets the donors leave a legacy and help secure the non-profit’s future at the same time.

Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away.

Many donors don’t understand the impact of including their favorite non-profits in their estate plans.

Together, we can fix this.

As and when people with moderate to high net worth start retirement, they should consider a planned estate gift for one or more of their charitable causes. Most have created sufficient assets in house values, retirement accounts, and investments to cover their retirement years and to provide for children and grandchildren. With people living longer and wanting to preserve assets yet still be generous to their charities, planned estate-giving strategies are becoming more important. And, many are asking how much to leave to their heirs compared to investing in the future of their community and society.

This online CPE course will describe the basic ins and outs of planned estate giving from the donors’ and non-profits’ perspectives. Working with donors and charitable organizations for over 40 years as one of North America's leading fundraising consultants, Tom Wilson will cover the basics of:

  • The recent tax act implications on passing an IRA to heirs 
  • The most common planned estate gift – a simple bequest
  • The most common life income plans include: Gift annuities & Charitable unitrusts and annuity trusts

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00620-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-00620-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0592) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00620-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-00620-21-S) (Valid upto : Dec 31, 2024) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Non-profit Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00620-21-S) (Valid upto : Dec 31, 2024) 1 CE Approved
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Estate Planning for CIPM 1 PL Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00620-21-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0592) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00620-21-O) 1 CE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01052-22-O) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Non-profit Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00620-21-O) 1 CE Approved
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Estate Planning for CIPM 1 PL Eligible
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Transform Your Career with Thomas Wilson's CPE Webinars | myCPE
Thomas Wilson

Founder, HospitalFundraising.com

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Tom Wilson, CEO of HospitalFundraising.com, has worked in nonprofit staff positions as a capital campaign and endowment consultant for more than 40 years. In partnership with 300 client partners, he has helped secure more than $1 B in charitable funding.

Wilson’s book, Winning Gifts: Make Your Donors Feel Like Winners, was published by Wiley & Sons. Tom is a frequent conference presenter (pre COVID) for AHP (healthcare fundraisers), AAMC (academic medical center fundraisers), CASE (higher education fundraisers), PSI (for Adventist fundraisers), and AFP (for all types of fundraisers). He also facilitates board retreats, strategic plans, and trains nonprofit boards and staff.

Transform Your Career with Thomas Wilson's CPE Webinars | myCPE
Thomas Wilson

Founder, HospitalFundraising.com

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Tom Wilson, CEO of HospitalFundraising.com, has worked in nonprofit staff positions as a capital campaign and endowment consultant for more than 40 years. In partnership with 300 client partners, he has helped secure more than $1 B in charitable funding.

Wilson’s book, Winning Gifts: Make Your Donors Feel Like Winners, was published by Wiley & Sons. Tom is a frequent conference presenter (pre COVID) for AHP (healthcare fundraisers), AAMC (academic medical center fundraisers), CASE (higher education fundraisers), PSI (for Adventist fundraisers), and AFP (for all types of fundraisers). He also facilitates board retreats, strategic plans, and trains nonprofit boards and staff.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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Very Good

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WO

Wendy Obrien, AFSP
5

What a great presentation. There are SO many good ways to give and tax and financial and giving aspects to pay attention to. The presenter did a great job of pointing them out. Many thanks.

MG

Marjorie Gifford, EA
5

I had hoped to learn something about the results of planned giving; i.e. what effect does each of the plans have on the closing of the estate and the financials after death.

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