Understanding and Using the Charitable Planning Tools (PTS 100A)

Optimizing Planning Outcomes

This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes.

Topics

  • Understanding personal and charitable planning tools
  • Combining tools to create even greater planning outcomes
  • Answering the two questions concerning planning tools: “What do we gain?” and “What do we lose?”

Video

Handout

Understanding and Using the Charitable Planning Tools (PTS 100A)

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