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Lectures on planned giving from the graduate program in Charitable Financial Planning at Texas Tech University
A review of research on who makes charitable bequests and the underlying demographics that will influence this field over the next few decad...
Combining charitable giving and retirement plan assets provides great opportunities, and great pitfalls. This lecture review popular techniq...
A review of techniques combining life insurance with charitable planning. This lecture is taken from the graduate course PFP 5325 "Charitabl...
This lecture examines the uses and details of the Charitable Lead Trust. This lecture is taken from the graduate course PFP 5325 "Charitable...
The lecture reviews various details, options, and tax treatment of charitable remainder trusts including CRATs, CRUTs, NICRUTs, NIMCRUTs, an...
Charitable gift annuities may seem straightforward, but calculating the tax results may take a bit of work. This lecture examines the tax ru...
What is a charitable gift annuity and how does it work? This lecture examines standard and non-standard uses of charitable gift annuities in...
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 "...
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 ele...
A lecture on the details of how donors and nonprofits must document charitable contributions in order to allow for charitable tax deductions...
When are gifts of partial interests deductible? This lecture examines when a donor can give part of a property interest, and keep some for h...
A lecture on charitable giving using remainder interests in homes and farms. This little used exception in the tax code can create big advan...
How to value charitable gifts of property. How much deduction will the IRS allow for various gifts of property? This lecture covers the asso...
Lecture on income limitations on charitable deductions taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texa...
An overview of the planned giving marketplace. Part of the introductory lecture to the graduate course personal financial planning 5325 "Int...
A brief summary of reasons why financial planners should consider adding charitable planning knowledge to their practice