Course Description:

Participants who attend this course will gain a better understanding of the ever-evolving field of charitable and family giving.

Course Objectives:

• Verify that an organization is qualified to receive deductible contributions.
• Identify the types of contributions that can and cannot be deducted.
• Recognize important records that need to be kept.
• Learn when and how to report charitable contributions.
• Review the IRS limits on charitable deductions.
• Determine how charitable remainder and charitable lead trusts work.
• Receive a partial valuation guide for use with household good donations.
• Discuss over a dozen different ways to give to a charity.
• Discover ways to gift appreciated stock.
• Uncover the strict IRS rules for car donations.
• Learn the three exceptions to the annual gift tax exclusion.
• Find out when a gift by check is complete for gift purposes.
• Review gift tax rates and figure how to calculate gift taxes.
• Compare custodial accounts and minor's trusts.
• Develop innovative approaches to gifting including charitable family and community foundations and donor-advised funds.

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