EncourageGenerosity.com

By Russell James, J.D., Ph.D.

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What's EncourageGenerosity.com about?

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

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EncourageGenerosity.com episodes:

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...
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...
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...
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...
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. ...
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...
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...
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...
12.13.2010
Elements and Timing of a Charitable Gift
What constitutes a charitable gift for tax purposes? When is it made and when can you deduct it? This lecture examine the details of the elements and timing of a charitable gift according to tax law. This...
12.13.2010
How to Document Charitable Contributions
A lecture on the details of how donors and nonprofits must document charitable contributions in order to allow for charitable tax deductions. This lecture is taken from the graduate course PFP 5325 "Charitable Financial Planning" at Texas Tech University....
12.13.2010
Charitable Gifts of Partial Interests in Property
When are gifts of partial interests deductible? This lecture examines when a donor can give part of a property interest, and keep some for himself or herself. This lecture is taken from the graduate course PFP 5325 "Charitable...
12.13.2010
Charitable Gifts of Remainder Interests in Homes and Farms
A lecture on charitable giving using remainder interests in homes and farms. This little used exception in the tax code can create big advantages for donors and charities. A lecture taken from the graduate course PFP 5325 "Introduction...
12.13.2010
Valuing Charitable Gifts of Property: How Much Deduction?
How to value charitable gifts of property. How much deduction will the IRS allow for various gifts of property? This lecture covers the associated tax law. Taken from the graduate course PFP 5325 "Introduction to Charitable Planning"...
12.13.2010
Income Limits on Charitable Deductions
Lecture on income limitations on charitable deductions taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University.
12.13.2010
Planned Giving: Market Overview
An overview of the planned giving marketplace. Part of the introductory lecture to the graduate course personal financial planning 5325 "Introduction to Charitable Planning" at Texas Tech University
12.13.2010
Why Financial Planners Should Study Charitable Planning
An introduction to the graduate course Personal Financial Planning 5325 "Introduction to Charitable Planning" at Texas Tech University that offers some motivations as to why financial planners should study charitable planning

What's EncourageGenerosity.com about?

Download our free app to listen on your phone

EncourageGenerosity.com episodes:

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

Donating Retirement Plan Assets

Using Life Insurance in Charitable Planning

Charitable Lead Trusts

Charitable Remainder Trusts

Taxation of Charitable Gift Annuities

Charitable Gift Annuities

Bargain Sale Charitable Gifts

Elements and Timing of a Charitable Gift

How to Document Charitable Contributions

Charitable Gifts of Partial Interests in Property

Charitable Gifts of Remainder Interests in Homes and Farms

Valuing Charitable Gifts of Property: How Much Deduction?

Income Limits on Charitable Deductions

Planned Giving: Market Overview

Why Financial Planners Should Study Charitable Planning