PODCAST · education
EncourageGenerosity.com
by Russell James, J.D., Ph.D.
Lectures from graduate courses in the Graduate Certificate in Charitable Financial Planning at Texas Tech University covering topics in planned giving and related tax law
Episodes
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Charitable Bequest Demographics: Who gives and what is coming soon in charitable estate planning?
A review of research on who makes charitable bequests and the underlying demographics that will influence this field over the next few decades. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides...
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Donating Retirement Plan Assets
Combining charitable giving and retirement plan assets provides great opportunities, and great pitfalls. This lecture review popular techniques and related tax law. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the…
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Using Life Insurance in Charitable Planning
A review of techniques combining life insurance with charitable planning. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable…
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Charitable Lead Trusts
This lecture examines the uses and details of the Charitable Lead Trust. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial...
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Charitable Remainder Trusts
The lecture reviews various details, options, and tax treatment of charitable remainder trusts including CRATs, CRUTs, NICRUTs, NIMCRUTs, and Flip CRUTs. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying…
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Taxation of Charitable Gift Annuities
Charitable gift annuities may seem straightforward, but calculating the tax results may take a bit of work. This lecture examines the tax rules associated with putting money into, and taking money out of, charitable gift annuities. This lecture is taken from the graduate course PFP 5325…
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Charitable Gift Annuities
What is a charitable gift annuity and how does it work? This lecture examines standard and non-standard uses of charitable gift annuities in financial planning. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying...
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Bargain Sale Charitable Gifts
How do we treat a gift if the donor gets something substantial in return from the charity. This lecture examines the tax treatment of such "bargain sale" charitable gifts. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the...
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Elements and Timing of a Charitable Gift
What constitutes a charitable gift for tax purposes? When is it made and when can you deduct it? This lecture examine the details of the elements and timing of a charitable gift according to tax law. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas...
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How to Document Charitable Contributions
A lecture on the details of how donors and nonprofits must document charitable contributions in order to allow for charitable tax deductions. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides…
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Charitable Gifts of Partial Interests in Property
When are gifts of partial interests deductible? This lecture examines when a donor can give part of a property interest, and keep some for himself or herself. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying...
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Charitable Gifts of Remainder Interests in Homes and Farms
A lecture on charitable giving using remainder interests in homes and farms. This little used exception in the tax code can create big advantages for donors and charities. A lecture taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University. Details at...
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Valuing Charitable Gifts of Property: How Much Deduction?
How to value charitable gifts of property. How much deduction will the IRS allow for various gifts of property? This lecture covers the associated tax law. Taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University.
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Income Limits on Charitable Deductions
Lecture on income limitations on charitable deductions taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University.
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Planned Giving: Market Overview
An overview of the planned giving marketplace. Part of the introductory lecture to the graduate course personal financial planning 5325 "Introduction to Charitable Planning" at Texas Tech University
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Why Financial Planners Should Study Charitable Planning
A brief summary of reasons why financial planners should consider adding charitable planning knowledge to their practice
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ABOUT THIS SHOW
Lectures from graduate courses in the Graduate Certificate in Charitable Financial Planning at Texas Tech University covering topics in planned giving and related tax law
HOSTED BY
Russell James, J.D., Ph.D.
CATEGORIES
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How many episodes does EncourageGenerosity.com have?
EncourageGenerosity.com currently has 16 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is EncourageGenerosity.com about?
Lectures from graduate courses in the Graduate Certificate in Charitable Financial Planning at Texas Tech University covering topics in planned giving and related tax law
How often does EncourageGenerosity.com release new episodes?
EncourageGenerosity.com has 16 episodes. Check the episode list to see recent publication dates and frequency.
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EncourageGenerosity.com is created and hosted by Russell James, J.D., Ph.D..
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