Historically low interest rates and higher income taxes have led to an increased interest in charitable planning. Today, many taxpayers are searching for new ways to maximize their deductions. In the current financial and tax environment, charitable giving is more valuable than ever. Against that backdrop, this course has been fully revised, expanded and enhanced to help you meet the needs of every client looking to make the most of their charitable giving.

Topics covered in this course include the following:

• New tools to help planners deal with higher capital gain tax rates
• New chapter on Charitable Life Estates
• Techniques specifically geared toward organizing and strengthening the approaches used by planned giving teams within charitable organizations
• Tools for meeting the expectations of continuing growth in the value of assets often used to fund charitable gifts
• Exploration of recent trends toward using CRUTS rather than CRATS
• Insights into the best techniques to meet planned giving goals in a low-interest-rate environment, including the use of CLATs
• New content on Type III supporting organizations
• Expert tips on using charitable gift annuities in death