Charitable Giving Strategies: How to Incorporate Generosity into Your Estate Plan

An estate plan built with charitable giving in mind can do two things at once: It can support the causes a person values and reduce the tax burden on their estate. This session walks through the strategies that make that possible.

Attendees will come away able to:

1. Distinguish between donor-advised funds, charitable remainder trusts, and charitable lead trusts, and understand where each one fits within an estate plan.
2. Break down the tax benefits charitable giving offers across estate, income, and capital gains categories.
3. Apply tax-efficient giving techniques, including qualified charitable distributions from IRAs and donations of appreciated assets.
4. Match charitable strategies to their own financial goals and philanthropic priorities.