CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

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

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Understanding planned estate giving – a win win for donors and non-profits

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00620-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0592)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00620-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00620-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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 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 Americas 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 – simple bequest
  • The most common life income plans including: 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
  • 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

Who Should Attend?

  • Accountant
  • California Registered Tax Professional
  • Certified Public Accountant
  • 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

Testimonial

4.5

(29)
59%
31%
10%
0%
0%

DL

Learnt what I wanted.

MG

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.

SK

Very informational.

JS

.