The first is titled “Strategic Charitable Gift Planning: Maximizing Tax Benefits and Client Philanthropy.”

This 1-hour CE program focuses on helping professional advisors develop strategies to include charitable gift planning in their estate and financial planning for clients. The session will focus on tax considerations, developing a charitable giving model and charitable giving strategies. Participants will learn to identify ways to maximize charitable tax deductions and how to align charitable giving goals with those of the charity. The speaker will also review recent legislation and ways new rules have impacted a taxpayer’s ability to deduct charitable contributions, plus the broader impact on charitable giving. Participants will learn how to develop a charitable giving model using an eight-piece framework as well as important factors to consider when building a charitable giving model for the client. Finally, the speaker will conduct a deep dive into charitable giving strategies, highlighting how and when to deploy each strategy to support the client’s charitable goals.

The second is titled “Maximizing Philanthropy: Leveraging Donor Advised Funds in Charitable Planning.”

This 1-hour CE program focuses on helping professional advisors deepen their knowledge of the donor advised fund (DAF) giving strategy as part of their estate and financial planning for clients. Participants will learn how to identify clients who may benefit from a DAF, including those with appreciated assets, and how to start a conversation about giving. The session will focus on how DAFs work and potential benefits they can provide to the clients of professional advisors. The speaker will present a comparison of DAFs and alternative charitable vehicles including private foundations. Participants will learn about the tax advantages of DAFs as well as different types of DAFs that are available such as through national organizations, religions organizations and community foundations. Participants will also learn about potential changes on the horizon for DAFs stemming from proposed IRS regulations introduced at the end of 2023. Finally, the speaker will share real world case studies of DAFs in action and demonstrate some of the ways a professional advisor’s client can benefit from partnering with a community foundation when setting up a DAF.