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

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS

Published: January, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Charitable planned estate giving
    2 mins
  • Planned estate giving
    6 mins
  • The wins for donors
    15 mins
  • Review resources nonprofits utilize
    23 mins
  • Other occasions to stimulate a discussion of planned estate giving
    29 mins
  • Market planned estate giving
    41 mins

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 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
  • 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 and are interested in learning the crux of planned estate giving.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

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

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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.

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