Charitable Giving Techniques
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Charitable Giving Techniques

26 days ago · 1 hour 21 min watch



In this webcast, attorney and CPA charitable giving expert Ted Batson, Jr. provided an overview of charitable giving techniques as well as the impact that the Biden Administration’s proposals may have on the future of charitable planning 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.

Download the Charitable Giving Techniques

File name: charitable-giving-techniques.pdf

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