This course provides participants with the knowledge needed to advise clients in the area of charitable giving and how it is used to provide additional liquidity for the estate and savings on potential estate taxes.

   Audience: Trust Officers who already have a basic knowledge of estate and gift taxes and who seek to expand their skills to enable them to advise clients with respect to charitable giving as a part of their estate plans.

    Learning Objectives

   At the conclusion of the program participants will be able to:

• Identify the advantages, features, and benefits of charitable trusts
• Explain the tax rules affecting charitable contributions
• Advise clients when charitable gifts are appropriate and how such gifts should be made, in light of tax and non-tax considerations
• Counsel clients regarding charitable planning opportunities
• Explain the benefits and disadvantages of public and private foundations and supporting organizations
• Determine the tax deduction based on the suggested type of charitable contribution for clients
• Identify the primary characteristics of split-interest trusts
• Determine which charitable trust will best serve clients’ personal and charitable needs

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

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