Text Box: The Graduate Certificate in Charitable Financial Planning at Texas Tech University Text Box: PFP 5325: Introduction to Charitable Giving Description This course is designed to introduce students to the techniques of charitable planning as viewed from the perspective of donors, financial advisors, and fundraising professionals. A case study approach will be used to apply and integrate the material, and evaluation of financial alternatives will be emphasized. In addition, the course will provide learning activities that will facilitate student growth and development in written and oral communication skills, including the development and presentation of individual planned giving opportunities. Example Lectures Click any box to the right Syllabus Click here Course Outline Introduction to charitable planning What can planned giving accomplish? Review of income, capital gains, and estate tax concepts Direct gifts Tax rules for simple gifts Income percentage limits Property gifts Partial interest gifts Bargain sale transactions Below-market interest loans Splitting lifetime and post-mortem interests Charitable gift annuities Pooled income funds Charitable remainder annuity trusts Charitable remainder unitrusts Charitable giving using life insurance Charitable lead trusts Donor controlled funds Donor advised funds Private foundations Special assets & organizations Qualified conservation contributions Retirement plan gifts Community foundations Supporting organizations Testamentary planning Direct gifts Testamentary trusts and foundations Charitable planning practice Planned giving markets and trends Donor motivations Marketing approaches Vocational opportunities in charitable planning

Division of Personal Financial Planning, Texas Tech University, COHS, Box 41210, Lubbock, TX 79409-1210, Tel: (806) 742-5050, Fax: (806) 742-5033
Text Box: Graduate Certificate in Charitable Financial Planning Program Overview Online Courses Costs How to Apply Free Lectures Free Quizzes Research Findings About Us