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Understanding planned estate giving – a win win for donors and non-profits

  • ACCT/BK
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Prep.
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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 Estate tax planning 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

Learning Objectives

  • 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
  • To know 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

Recommended For

  • This online CPE webinar is recommended for CPAs, PFS, CFAs, TEPs, CSAs, and other finance professionals involved in estate planning for their clients who are interested in learning the crux of planned estate giving.

Who Should Attend?

  • Accountant
  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • Certified Senior Advisor
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Estate Planners
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Nonprofit Professionals
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Professionals
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00620-21-O)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0592)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00620-21-O)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00620-21-O)
  • 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01052-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 1 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

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 maintenance 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 through its website: www.NASBARegistry.org.

CTEC APPROVED

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

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Thomas Wilson

Founder, HospitalFundraising.com

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.

About Company

HospitalFundraising.com

majorgiftfundraising.com/

We can accelerate the results of upgrading your major gifts fundraising program.  Through decades of successful major gifts and capital campaign fundraising in the U.S. and Canada we have gleaned best practices from our work with higher education, hospitals, arts & culture, and many other worthy nonprofit ventures.

We’ve literally written the book – Winning Gifts: Make Your Donors Feel Like Winners (Wiley) – and share our knowledge consistently at AHP, AAMC, CASE, and AFP.  We can train and help motivate your executive leadership, foundation board, and program staff (faculty, doctors, etc.) to help you raise more money.

We know how to turnaround stalled capital campaigns, plan for new campaigns. And, we’ve got the experience to help guide you through campaign implementation in tough times.

Become a member of MajorGiftFundraising.com – at no charge – to access our full library of presentations, blog articles, and our new podcast series.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

45 Ratings

Excellent

26

Very Good

14

Average

5

Poor

0

Terrible

0

RB

Robert Blackwell, CPA (US), CPA/PFS

May 16th, 2022

Great Program

WB

William Bailie, CPA (US)

May 16th, 2022

I thought the presenter did a very good job using personal examples! He kept the session very interesting!

DK

David Kolson, CPA (US)

Apr 14th, 2022

Very valuable and informative presentation.

JS

Jennifer Steffy, EA

May 16th, 2022

Superior instructor presented the material well.

PDV

Philippe De Vendegies, Others

Apr 14th, 2022

The information was important for donors. I would have benefited more if we had an overview of the donor's form itself.

Understanding planned estate giving – a win win for donors and non-profits

FREE

1 Credit

Subject Area

Taxes

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