Trusts & Estates
Trusts & Estates
Thought Leader Series: Sometimes Less is More: Designing Effective Charitable Planning Strategies for Today’s Savvy Philanthropist
Gain insight into the mindset of today’s philanthropist and
discover why they are demanding more choices to fulfill
their charitable objectives
• Understand the advantages and disadvantages of Donor
Advised Funds vs. Private Foundations
• Learn how to use Donor Advised Funds as a stand alone
strategy or in conjunction with a Private Foundation
• Discover how to design sophisticated charitable planning
strategies more efficiently and with simpler tools
• Acquire a deeper knowledge of how Community
Foundations are able to offer your philanthropic clients the
highest level of tax benefits
Topics
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Related Resources (webinars)
Drafting Charitable Planning Documents with WealthDocx®
Charitable Tax Planning has become a popular option for clients who want to avoid taxes and enhance the amounts that pass to their heirs – both charity and family. However, many planners typically recommend the charitable remainder trust -- often coupled with an irrevocable life insurance trust -- to the exclusion of all other techniques. Often this is because the planner’s knowledge of charitable tax planning is limited to the positive aspects of charitable remainder trusts.
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