Recorded on: Sep. 12, 2014
Taken from the Web Program 45th Annual Estate Planning Institute Recorded September, 2014 in New YorkCharitable Planning and Tax Strategies [00:58:03]
Choosing what to give – planning with non-cash assets
Choosing when to give it – testamentary vs. lifetime giving
Choosing the form of gift – outright gifts to charities, use of private foundations or donor-advised funds, gifts in trust The purchase price of this segment includes the following ...