Charitable Giving Strategies 2024

Overview

With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider, and many alternatives to obtain tax benefits and meet our clients’ objectives.

Highlights

• Gifts of cash and property
• Percentage limitations and substantiation requirements
• Gifts of partial interests in property and transfers in trust
• Community foundations, donor advised funds, and private foundations

Prerequisites

None

Designed For

CPAs, attorneys, enrolled agents, financial professionals, insurance professionals and professional staff.

Objectives

• Determine the numerous ways to give and the variety of charities
• Recognize the giving requirements and the percentage limitations on cash and property gifts
• Identify the best technique to use based on the clients' giving objectives

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.