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Planned Charitable Giving



As of January 2nd, 2020 this course will no longer be available for sale.

Advise clients on charitable giving strategies

Baby boomer clients nearing retirement are beginning to think about how to distribute their accumulated wealth. Whether it’s passing their assets along to family, making charitable gifts, or both, they need someone with the expertise to advise them on how to not only distribute their wealth, but also handle their charitable giving as tax efficiently as possible.

The Planned Charitable Giving course builds credibility

Planned Charitable Giving teaches students how to improve their service to clients who are nearing retirement or already retired. It delivers a comprehensive understanding of the benefits and challenges of gifting different assets, as well as advice about charitable donations and their tax benefits. This solid foundation gives advisors the knowledge they need to keep clients informed about their charitable giving options when building a wealth transfer plan. Planned Charitable Giving will appeal to investment advisors, financial planners, wealth managers and financial consultants who work with retail clients.

Who should enrol?

The Planned Charitable Giving course is designed for wealth managers, financial consultants and planners, and investment advisors. Mutual funds sales reps, life insurance sales agents and investment counsellors will also find this relevant.
This course will teach students the challenges and benefits of gifting assets, planned charitable giving, and structured gift instruments. It also explores the effect of taxes when distributing wealth.

What you will learn

The following topics are covered in the course:

  • Challenges to Gifting Assets
  • Solutions to Gifting Assets
  • Defining Planned Charitable Giving
  • Tax Benefits of Giving
  • Limits of Charitable Giving
  • Assets to Donate
  • Charitable Remainder Trusts
  • Charitable Gift Annuities
  • Charitable Gift Funds
  • Private Charitable Foundations