CE Credit

Text Box: EncourageGenerosity.com from the Director of Graduate Studies in Charitable Financial Planning at Texas Tech University

Text Box: For CFP® credit In order to complete continuing education credit, please listen to one of the posted lectures while viewing the associated slides. Afterwards, take the online quiz. Following the final question on the quiz there is a place to submit your information for CE credits. According to the CFP® continuing education guidelines, you must score 80% or better on the quiz in order to receive credit. The following lectures with quizzes have been approved for CE credits. All CE hours are related to Estate Planning Topic 79 “charitable transfers”. Income limitations on charitable deductions; CE hours: 1.0 Valuing charitable gifts of property: How much deduction; CE hours: 1.0 Charitable gifts of remainder interests in homes & farms; CE hours: 1.0 Elements and timing of a charitable gift; CE hours: 1.0 Charitable gift annuities; CE hours: 1.0 Taxation of charitable gift annuities; CE hours: 1.5 Charitable remainder trusts; CE hours: 1.5 Charitable lead trusts; CE hours: 1.0 Using life insurance in charitable planning; CE hours: 1.0 Donating retirement assets; CE hours: 1.0 Charitable bequest demographics; CE hours: 1.0 For CFRE® credit In order to complete continuing education credit, please listen to one of the posted lectures while viewing the associated slides. Afterwards, take the online quiz. Following the final question on the quiz there is a place to submit your information to indicate your attendance so that our records will verify your CE credit reporting. The courses are currently under review for approval for CFRE credit and we will modify this page following approval of the courses. However, prior to approval, you may submit your information directly for CFRE credit by describing the program content on your CFRE continuing education reporting form. Program times and CFRE continuing education codes are below. Note that code 6 = Accountability (includes reporting topics, legal/regulatory, ethics) and code 3 = Relationship Building (includes all marketing, communication, cultivation topics). Income limitations on charitable deductions (55 min) code:6 Valuing charitable gifts of property: How much deduction (1 hr 0 min) code: 6 Charitable gifts of remainder interests in homes and farms (1 hr 20 min) code: 6 Charitable gifts of partial interests in property AND How to document charitable contributions (COMBINED 50 min) code: 6 Elements and timing of a charitable gift (54 min) code: 6 Charitable gift annuities (1 hr 24 min) code: 6 Taxation of charitable gift annuities (1 hr 43 min) code: 6 Charitable remainder trusts (1 hr 50 min) code: 6 Charitable lead trusts (57 min) code: 6 Using life insurance in charitable planning (1 hr 12 min) code: 6 Donating retirement assets (1 hr 14 min) code: 6 Charitable bequest demographics (1 hr 7 min) code: 3

Text Box: Continuing Education Credits for CFP® and CFRE®

Text Box: Graduate Certificate in Charitable Financial Planning Program Overview Online Courses Costs How to Apply Free Lectures Free Quizzes Free CE Credit for CFP® & CFRE® Research Findings About Us