Latest Charitable planning Podcast Episodes
Charitable Bequest Demographics: Who gives and what is coming soon in charitable estate planning?
EncourageGenerosity.com - December 13, 2010 20:05 - 1 hour ★★★★★ - 2 ratingsA 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 slide...
Donating Retirement Plan Assets
EncourageGenerosity.com - December 13, 2010 20:05 - 1 hour ★★★★★ - 2 ratingsCombining 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 accompa...
Using Life Insurance in Charitable Planning
EncourageGenerosity.com - December 13, 2010 20:05 - 1 hour ★★★★★ - 2 ratingsA 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 Financi...
Charitable Lead Trusts
EncourageGenerosity.com - December 13, 2010 19:52 - 57 minutes ★★★★★ - 2 ratingsThis 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 Financi...
Charitable Remainder Trusts
EncourageGenerosity.com - December 13, 2010 19:52 - 1 hour ★★★★★ - 2 ratingsThe 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 PowerP...
Taxation of Charitable Gift Annuities
EncourageGenerosity.com - December 13, 2010 19:52 - 1 hour ★★★★★ - 2 ratingsCharitable 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 "Charit...
Charitable Gift Annuities
EncourageGenerosity.com - December 13, 2010 19:52 - 1 hour ★★★★★ - 2 ratingsWhat 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...
Bargain Sale Charitable Gifts
EncourageGenerosity.com - December 13, 2010 19:52 - 15 minutes ★★★★★ - 2 ratingsHow 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 a...
Elements and Timing of a Charitable Gift
EncourageGenerosity.com - December 13, 2010 19:52 - 54 minutes ★★★★★ - 2 ratingsWhat 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 Tex...
How to Document Charitable Contributions
EncourageGenerosity.com - December 13, 2010 19:52 - 20 minutes ★★★★★ - 2 ratingsA 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 ...
Charitable Gifts of Partial Interests in Property
EncourageGenerosity.com - December 13, 2010 19:52 - 30 minutes ★★★★★ - 2 ratingsWhen 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 ...
Charitable Gifts of Remainder Interests in Homes and Farms
EncourageGenerosity.com - December 13, 2010 19:21 - 1 hour ★★★★★ - 2 ratingsA 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 ...
Valuing Charitable Gifts of Property: How Much Deduction?
EncourageGenerosity.com - December 13, 2010 19:21 - 1 hour ★★★★★ - 2 ratingsHow 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.
Income Limits on Charitable Deductions
EncourageGenerosity.com - December 13, 2010 19:13 - 55 minutes ★★★★★ - 2 ratingsLecture on income limitations on charitable deductions taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University.
Planned Giving: Market Overview
EncourageGenerosity.com - December 13, 2010 19:08 - 20 minutes ★★★★★ - 2 ratingsAn overview of the planned giving marketplace. Part of the introductory lecture to the graduate course personal financial planning 5325 "Introduction to Charitable Planning" at Texas Tech University
Why Financial Planners Should Study Charitable Planning
EncourageGenerosity.com - December 13, 2010 19:08 - 13 minutes ★★★★★ - 2 ratingsA brief summary of reasons why financial planners should consider adding charitable planning knowledge to their practice
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