Free online illustrated edition · Published 2025

Visual Planned Giving

An Introduction to the Law & Taxation of Charitable Gift Planning

Russell N. James III, J.D., Ph.D. · Version 8.1 · © 2025 · ISBN-13: 978-1542724241

Published cover of Visual Planned Giving, version 8.1, 2025, by Russell N. James III
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Contents

  1. PrefacePreface
  2. Chapter 1Introduction: The Secret to Understanding Planned Giving
  3. Chapter 2A Super Simple Introduction to Taxes
  4. Chapter 3Elements and Timing of a Charitable Gift
  5. Chapter 4How to Document Charitable Gifts
  6. Chapter 5Valuing Charitable Gifts of Property
  7. Chapter 6Income Limitations on Charitable Deductions
  8. Chapter 7Bargain Sale Gifts
  9. Chapter 8Introduction to Charitable Gift Annuities
  10. Chapter 9Taxation of Charitable Gift Annuities
  11. Chapter 10Gifts of Partial Interest
  12. Chapter 11Retained Life Estates (Remainder Interests) in Homes & Farmland
  13. Chapter 12Charitable Remainder Trusts
  14. Chapter 13Charitable Lead Trusts
  15. Chapter 14Life Insurance in Charitable Planning
  16. Chapter 15Donating Retirement Assets
  17. Chapter 16Private Foundations and Donor Advised Funds
  18. ExercisesQuiz Questions, Answers & Explanations
  19. Quiz • Chapter 3Chapter 3 — Questions, Answers & Explanations
  20. Quiz • Chapter 4Chapter 4 — Questions, Answers & Explanations
  21. Quiz • Chapter 5Chapter 5 — Questions, Answers & Explanations
  22. Quiz • Chapter 6Chapter 6 — Questions, Answers & Explanations
  23. Quiz • Chapter 7Chapter 7 — Questions, Answers & Explanations
  24. Quiz • Chapter 8Chapter 8 — Questions, Answers & Explanations
  25. Quiz • Chapter 9Chapter 9 — Questions, Answers & Explanations
  26. Quiz • Chapter 10Chapter 10 — Questions, Answers & Explanations
  27. Quiz • Chapter 11Chapter 11 — Questions, Answers & Explanations
  28. Quiz • Chapter 12Chapter 12 — Questions, Answers & Explanations
  29. Quiz • Chapter 13Chapter 13 — Questions, Answers & Explanations
  30. Quiz • Chapter 14Chapter 14 — Questions, Answers & Explanations
  31. Quiz • Chapter 15Chapter 15 — Questions, Answers & Explanations
  32. Quiz • Chapter 16Chapter 16 — Questions, Answers & Explanations
  33. About the AuthorAbout the Author