All Episodes

Life Insurance in Charitable Planning (Part 4) - Creating New Policies for Charity

Life Insurance in Charitable Planning (Part 3) - Giving Existing Policies

Life Insurance in Charitable Planning (Part 2) - The ILIT

Life Insurance in Charitable Planning (Part 1) - Wealth Replacement

Donating Retirement Assets (Part 3) - Roth Conversions & Charity

Donating Retirement Assets (Part 2) - Giving at Death

Donating Retirement Assets (Part 1) - Giving During Life

Charitable Lead Trusts (Part 4) - Income Tax Planning

Charitable Lead Trusts (Part 3) - Special Trust Types

Charitable Lead Trusts (Part 2) - Estate Tax Calculations

Charitable Lead Trusts (Part 1) - Introduction

Charitable Remainder Trusts (Part 6) - Solutions & Problems

Charitable Remainder Trusts (Part 5) - Special Trust Types

Charitable Remainder Trusts (Part 4) - Taxing Distributions

Charitable Remainder Trusts (Part 3) - Calculating Deductions

Charitable Remainder Trusts (Part 2) - Tax Benefits

Charitable Remainder Trusts (Part 1) - Introduction

Private Foundations (Part 7) - Donor Advised Funds

Private Foundations (Part 6) - Investments

Private Foundations (Part 5) - Distributing Income

Private Foundations (Part 4) - Insider Benefits

Private Foundations (Part 3) - Tax Rules

Private Foundations (Part 2) - Private Foundations vs. Public Charities

Private Foundations (Part 1) - What are PFs and DAFs

Retained Life Estates (Part 5) - Rules After the Gift is Made

Retained Life Estates (Part 4) - Calculating the Deduction for a Home

Retained Life Estates (Part 3) - Advanced Planning Strategies

Retained Life Estates (Part 2) - Calculating the Deduction for Farmland

Retained Life Estates (Part 1) - Introduction

Partial Interest Gifts (Part 3) - Owning Only a Partial Interest

Partial Interest Gifts (Part 2) - The Undivided Share

Partial Interest Gifts (Part 1) - Rule Against Partial Interest Gifts

Taxation of Charitable Gift Annuities (Part 4) - Gift Taxes and Special Assets

Taxation of Charitable Gift Annuities (Part 3) - Taxes on Payments with Capital Gains

Taxation of Charitable Gift Annuities (Part 2) - Taxes on Payments

Taxation of Charitable Gift Annuities (Part 1) - Calculating the Deduction

Charitable Gift Annuities (Part 5) - Risks for Charities

Charitable Gift Annuities (Part 4) - Special CGA Types

Charitable Gift Annuities (Part 3) - Risks for Donors

Charitable Gift Annuities (Part 2) - Uses for Donors

Charitable Gift Annuities (Part 1) - Introduction

Bargain Sale Gifts (Part 3) - Special Tax Benefits

Bargain Sale Gifts (Part 2) - Capital Gain Property

Bargain Sale Gifts (Part 1) - Introduction

Income Limits on Charitable Deductions (Part 5) - Complex Combinations

Income Limits on Charitable Deductions (Part 4) - Carryover Deductions

Income Limits on Charitable Deductions (Part 3) - Gifts to Private Foundations

Income Limits on Charitable Deductions (Part 2) - Gifts to Public Charities

Income Limits on Charitable Deductions (Part 1) - Introduction

Valuing Charitable Gifts of Property (Part 4) - Penalties

Valuing Charitable Gifts of Property (Part 3) - Special Assets

Valuing Charitable Gifts of Property (Part 2) - Examples

Valuing Charitable Gifts of Property (Part 1) - The Rules

Documenting Charitable Contributions (Part 3) - Property Gifts

Documenting Charitable Contributions (Part 2) - Cash Gifts

Documenting Charitable Contributions (Part 1) - Introduction

Elements and Timing of a Charitable Gift (Part 3) - Keeping Special Rights

Elements and Timing of a Charitable Gift (Part 2) - Checks & Credit Card Gifts

Elements and Timing of a Charitable Gift (Part 1) - The Basics

Intro to Taxes (Part 3) - Capital Gains, Estate, Gift and Generation Skipping Taxes

Intro to Taxes (Part 2) - Tax Deductions

Intro to Taxes (Part 1) - Tax Brackets

Intro to Planned Giving (Part 3) - Motivations for Financial Advisors

Intro to Planned Giving (Part 2) - Motivations for Fundraisers

Intro to Planned Giving (Part 1) - The Tools