Practice Management & Consulting Curriculum

Unpredictable financial markets and socioeconomic shifts can make it difficult to formulate informed recommendations for clients. Learn about the charitable planning trends we are watching and the tax-smart strategies that may best serve your clients this year.

While private foundations, charitable trusts, and donor-advised funds can enable strategic tax-effective charitable giving, each has advantages and limitations. This session will compare different charitable planning vehicles and how they can complement each other.

Your clients may be making cash donations, but appreciated securities and complex assets—such as restricted stock or cryptocurrency—can provide more tax-efficient ways to give. Learn how to use different assets to fund philanthropy and hear case studies that bring examples to life. 

Many taxpayers struggle to understand the nuances and impact of charitable giving on their tax situation. Help your clients better prepare with actionable strategies that can minimize their tax burden while giving them an opportunity to impact the causes they care about. 

A product-agnostic session covering the fundamentals of charitable planning, this module gives an overview of the growing demand for philanthropic solutions, assets to consider beyond cash, charitable vehicles, and giving strategies that aim to minimize tax burdens. 

Support your clients who receive equity awards as compensation by offering insights on the tax implications and charitable planning opportunities equity awards present. This session will provide strategies and talking points to help you guide clients toward more efficient, tax-smart giving.