Intent
This seminar helps you teach tax-efficient charitable giving
strategies, making it easier for your attendees to help others.
Whether they want to give now or at death, or structure gifts to
provide income, this class offers solutions. Gift strategies include
donating appreciated assets rather than cash, naming charitable
beneficiaries instead of using bequests, giving life insurance
policies, and establishing charitable trusts. This seminar
illustrates the impact of effective charitable giving techniques and
raises questions about implementation and other estate planning
issues.
Target Audience
This class appeals to individuals in their peak earning years,
clients who need to convert assets into income, and older people who
have causes that are important to them. People with highly
appreciated, non-income-producing assets will be especially
attracted to the discussion on charitable remainder trusts.
