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Lectures on planned giving from the graduate program in Charitable Financial Planning at Texas Tech University

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Episodes

Charitable Bequest Demographics: Who gives and what is coming soon in charitable estate planning?

December 13, 2010 20:05 - 1 hour - 30.7 KB

A review of research on who makes charitable bequests and the underlying demographics that will influence this field over the next few decades. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Donating Retirement Plan Assets

December 13, 2010 20:05 - 1 hour - 33.4 MB

Combining charitable giving and retirement plan assets provides great opportunities, and great pitfalls. This lecture review popular techniques and related tax law. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Using Life Insurance in Charitable Planning

December 13, 2010 20:05 - 1 hour - 34.1 MB

A review of techniques combining life insurance with charitable planning. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Charitable Lead Trusts

December 13, 2010 19:52 - 57 minutes - 25.6 MB

This lecture examines the uses and details of the Charitable Lead Trust. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Charitable Remainder Trusts

December 13, 2010 19:52 - 1 hour - 49.5 MB

The lecture reviews various details, options, and tax treatment of charitable remainder trusts including CRATs, CRUTs, NICRUTs, NIMCRUTs, and Flip CRUTs. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Taxation of Charitable Gift Annuities

December 13, 2010 19:52 - 1 hour - 46.2 MB

Charitable gift annuities may seem straightforward, but calculating the tax results may take a bit of work. This lecture examines the tax rules associated with putting money into, and taking money out of, charitable gift annuities. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, vi...

Charitable Gift Annuities

December 13, 2010 19:52 - 1 hour - 37.6 MB

What is a charitable gift annuity and how does it work? This lecture examines standard and non-standard uses of charitable gift annuities in financial planning. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Bargain Sale Charitable Gifts

December 13, 2010 19:52 - 15 minutes - 7.05 MB

How do we treat a gift if the donor gets something substantial in return from the charity. This lecture examines the tax treatment of such "bargain sale" charitable gifts. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Elements and Timing of a Charitable Gift

December 13, 2010 19:52 - 54 minutes - 24.6 MB

What constitutes a charitable gift for tax purposes? When is it made and when can you deduct it? This lecture examine the details of the elements and timing of a charitable gift according to tax law. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

How to Document Charitable Contributions

December 13, 2010 19:52 - 20 minutes - 8.96 MB

A lecture on the details of how donors and nonprofits must document charitable contributions in order to allow for charitable tax deductions. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Charitable Gifts of Partial Interests in Property

December 13, 2010 19:52 - 30 minutes - 13.5 MB

When are gifts of partial interests deductible? This lecture examines when a donor can give part of a property interest, and keep some for himself or herself. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

Charitable Gifts of Remainder Interests in Homes and Farms

December 13, 2010 19:21 - 1 hour - 35.9 MB

A lecture on charitable giving using remainder interests in homes and farms. This little used exception in the tax code can create big advantages for donors and charities. A lecture taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University. Details at EncourageGenerosity.com

Valuing Charitable Gifts of Property: How Much Deduction?

December 13, 2010 19:21 - 1 hour - 26.9 MB

How to value charitable gifts of property. How much deduction will the IRS allow for various gifts of property? This lecture covers the associated tax law. Taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University.