Estate Planning for Charitable Giving


Estate Planning for Charitable Giving describes proven charitable techniques to accomplish estate and financial planning objectives. This course describes the characteristics and tax advantages of charitable remainder trusts, charitable lead trusts, and pooled income funds. It explains how to apply for exemption status and filing and reporting requirements.


Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.


Learning Objectives: After completing this course, students will be able to:

  • Define and describe the characteristics of split-interest charitable trusts
  • Explain the tax considerations for exempt and nonexempt charitable trusts