Charitable Planning Strategies*
1
1
Workshop
5/9/2025
3:30 PM - 4:30 PM
Phoenix DE
Charitable giving isn’t just about generosity—it’s a powerful tool for financial and estate planning. This session explores a range of strategic charitable giving options, from annual gifting and Qualified Charitable Distributions (QCDs) to more sophisticated vehicles like Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Family Foundations. Learn how to help clients maximize their philanthropic impact while optimizing tax benefits, preserving wealth, and creating lasting legacies.
Learning Objectives:
- Identify and explain charitable planning strategies that provide income tax advantages for clients.
- Analyze and differentiate charitable giving techniques to minimize estate tax burdens and enhance wealth transfer.
- Evaluate and apply tax-advantaged giving strategies that align with clients' philanthropic goals and financial plans.
NAPFA has applied to be an IAR CE provider and, based on acceptance, will offer 1 IAR CE credit for this course. This course will also be made available to purchasers in self-study format in NAPFA’s Learning Center, based on acceptance.