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Lectures from graduate courses in the Graduate Certificate in Charitable Financial Planning at Texas Tech University covering topics in planned giving and related tax law

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


    • Dec 13, 2010 LATEST EPISODE
    • infrequent NEW EPISODES
    • 57m AVG DURATION
    • 16 EPISODES


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    Latest episodes from EncourageGenerosity.com

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

    Play Episode Listen Later Dec 13, 2010 67:07


    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

    Donating Retirement Plan Assets

    Play Episode Listen Later Dec 13, 2010 74:47


    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

    Using Life Insurance in Charitable Planning

    Play Episode Listen Later Dec 13, 2010 76:23


    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

    Charitable Lead Trusts

    Play Episode Listen Later Dec 13, 2010 57:22


    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

    Charitable Remainder Trusts

    Play Episode Listen Later Dec 13, 2010 110:44


    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

    Taxation of Charitable Gift Annuities

    Play Episode Listen Later Dec 13, 2010 103:15


    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

    Charitable Gift Annuities

    Play Episode Listen Later Dec 13, 2010 84:13


    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

    Bargain Sale Charitable Gifts

    Play Episode Listen Later Dec 13, 2010 15:46


    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

    Elements and Timing of a Charitable Gift

    Play Episode Listen Later Dec 13, 2010 54:56


    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 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

    How to Document Charitable Contributions

    Play Episode Listen Later Dec 13, 2010 20:02


    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. For the accompanying PowerPoint slides and more details about the Graduate Certificate in Charitable Financial Planning at Texas Tech University, visit EncourageGenerosity.com

    Charitable Gifts of Partial Interests in Property

    Play Episode Listen Later Dec 13, 2010 30:16


    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 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

    Charitable Gifts of Remainder Interests in Homes and Farms

    Play Episode Listen Later Dec 13, 2010 80:17


    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 to Charitable Planning" at Texas Tech University. Details at EncourageGenerosity.com

    Valuing Charitable Gifts of Property: How Much Deduction?

    Play Episode Listen Later Dec 13, 2010 60:10


    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" at Texas Tech University.

    Income Limits on Charitable Deductions

    Play Episode Listen Later Dec 13, 2010 55:52


    Lecture on income limitations on charitable deductions taken from the graduate course PFP 5325 "Introduction to Charitable Planning" at Texas Tech University.

    Planned Giving: Market Overview

    Play Episode Listen Later Dec 13, 2010 20:43


    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

    Why Financial Planners Should Study Charitable Planning

    Play Episode Listen Later Dec 13, 2010 13:37


    A brief summary of reasons why financial planners should consider adding charitable planning knowledge to their practice

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