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Charitable Giving Techniques
Personal Financial Planning

Charitable Giving Techniques

Get an overview of charitable giving techniques and updates on how the Biden Administration's proposals could influence the future of charitable planning strategies.

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NASBA Field of Study

Specialized Knowledge



CPE Credits



Ted Batson


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

Charitable planning strategies

In this webcast, you'll learn about:

  • Charitable gift annuities
  • Charitable remainder trusts
  • Charitable lead trusts
  • And more

Join us to gain insight from attorney and CPA charitable giving expert, Ted Batson, Jr.

Note: This webcast qualifies for CPA and PFS continuing professional education credit and has been submitted for CFP credit approval.

Key Topics

  • Outright cash and noncash gifts
  • Gifts of life insurance and annuities
  • Bargain sales
  • Charitable gift annuities
  • Charitable remainder trusts
  • Charitable lead trusts
  • Pooled income funds
  • Gifts of remainder interests
  • The effect of proposals on charitable strategies

Learning Outcomes

  • Recognize the difference between various gift types and their suitability for specific donors.
  • Apply reduction rules as they relate to gifts of certain types of property and the classification of the recipient charity.
  • Apply the substantiation rule to charitable gifts.
  • Recognize the potential effect of the Biden Administration’s proposals.

Who Will Benefit

  • CPAs, accountants and finance professionals
  • Tax professionals
  • Other qualified professionals
More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of tax compliance and planning concepts
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1 hr and 15 mins
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Ted Batson
Ted is partner and tax counsel for CapinCrouse LLP. He advises exempt organizations of all sizes on a wide range of issues, including tax and employee benefit related matters, representation before state and federal tax authorities, and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, compensation planning and reporting, and missionary employment structures. In addition to tax advisory services, Ted also leads the firm's tax preparation practice, including IRS Forms 990 and 990-T and related state forms. Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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