Course Description:                                                                                                        



This course addresses donor motivation and the various forms of charitable giving and the tax and planning considerations related to each.  We review the following approaches to charitable giving including: 1) outright gifts, 2) charitable bequests at death, 3) charitable gifts of life insurance, 4) charitable gift annuities, 5) pooled income funds, 6) charitable remainder trusts and 7) charitable lead trusts.  We examine the pros and cons of each technique.

NOTE:  The course level is basic to intermediate with no prerequisites required.

This course has been approved for 4 hours of continuing education credit by the Colorado Division for Insurance Professionals and the CFP® Board of Standards for CFPs.  It also qualifies for CE credit from the Colorado State Board of Accountancy for CPAs.

The program is presented from 1:00 p.m. - 5:00 p.m. at the Davis Schilken, PC Conference Center at 523 Park Point Drive, Suite 101, Golden, CO 80401.

Continuing Education Credits:

• 4 hours - Colorado Division of Insurance and the CFP® Board of Financial Standards
• 4 hours for CPAs (prior approval not required for Colorado CPAs)

Location:

Davis Schilken, PC Conference Center
523 Park Point Drive, Suite 101
Golden, CO 80401

Upcoming Dates:

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 Other Courses Offered:

Essential Estate Planning Concepts
Estate Planning for Successful Women
Elder Law & Our Aging Population
Planning with IRAs & Qualified Retirement Plans
Advanced Estate Planning Techniques
Estate Planning for Unmarried/Non-Traditional Couples
Planning for Business Owners - Exit & Estate Planning