Ten Creative Giving Strategies for Your Planning Toolbox (PTS 400)

Understanding Why Cash is Least Effective When Giving

In this course we consider 10 effective ways to give to the Kingdom besides cash. You will understand how the tools work and the amazing results they produce for the family and for the Kingdom.

Topics

  • Giving Appreciated Assets
  • Charitable Remainder Trusts (Enhanced Income Trusts)
  • Charitable Remainder Trust/Wealth Replacement Trust Combination
  • Charitable Lead Trust (Accelerated Inheritance Trust)
  • Accelerated Inheritance Trust/Enhanced Income Trust Combination
  • Testamentary Charitable Lead Trust (Deferred Inheritance Trust)
  • Pooled Income Fund
  • Charitable Life Estate Agreement
  • Family Foundations
  • Testamentary Bequests

Video

Handout

Ten Creative Giving Strategies for Your Planning Toolbox (PTS 400)

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