Philanthropy

Catalog description

An introduction to Philanthropy, its origins, functions, and purposes in society. Topics include Reasons to Give, Planned Giving, Charities, Required Elements for a Charitable Gift, Federal Charitable Income Tax Deductions, Federal Estate and Gift Tax Deductions, Valuing and Substantiating Contributions, Charitable Remainder Trusts (CRT) and Alternatives, Charitable Lead Trusts, Issues Common to All Charitable Trusts, Financial Planning, Charitable Estate Planning, Business Succession Planning, Retirement Planning, Planning for Real Estate, Private Foundations, Supporting Organizations, Endowment Funds and Donor-Advised Funds, and Investing Charitable Donations.