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Russell James, J.D., Ph.D.
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Lectures on planned giving from the graduate program in Charitable Financial Planning at Texas Tech University

  1. 12/13/2010

    Charitable Bequest Demographics: Who gives and what is coming soon in charitable estate planning?

    A review of research on who makes charitable bequests and the underlying demographics that will influence this field over the next few decades. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    1h 7m

  2. 12/13/2010

    Donating Retirement Plan Assets

    Combining charitable giving and retirement plan assets provides great opportunities, and great pitfalls. This lecture review popular techniques and related tax law. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    1h 15m

  3. 12/13/2010

    Using Life Insurance in Charitable Planning

    A review of techniques combining life insurance with charitable planning. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    1h 16m

  4. 12/13/2010

    Charitable Lead Trusts

    This lecture examines the uses and details of the Charitable Lead Trust. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    57 min

  5. 12/13/2010

    Charitable Remainder Trusts

    The lecture reviews various details, options, and tax treatment of charitable remainder trusts including CRATs, CRUTs, NICRUTs, NIMCRUTs, and Flip CRUTs. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    1h 51m

  6. 12/13/2010

    Taxation of Charitable Gift Annuities

    Charitable gift annuities may seem straightforward, but calculating the tax results may take a bit of work. This lecture examines the tax rules associated with putting money into, and taking money out of, charitable gift annuities. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    1h 43m

  7. 12/13/2010

    Charitable Gift Annuities

    What is a charitable gift annuity and how does it work? This lecture examines standard and non-standard uses of charitable gift annuities in financial planning. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    1h 24m

  8. 12/13/2010

    Bargain Sale Charitable Gifts

    How do we treat a gift if the donor gets something substantial in return from the charity. This lecture examines the tax treatment of such "bargain sale" charitable gifts. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    16 min
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Lectures on planned giving from the graduate program in Charitable Financial Planning at Texas Tech University

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  • Creator
    Russell James, J.D., Ph.D.
  • Years Active
    2K
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © Russell James
  • Show Website
    EncourageGenerosity.com