Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

INFORMATION PUBLISHED ON AT.NAIFA.ORG

How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.

Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.

You will learn to:

Identify and evaluate the potential of various non-cash assets.
Understand the key challenges and opportunities associated with donating different types of non-cash assets to charity.
Explain strategies to help clients maximize their charitable deductions when donating non-cash assets.
Describe various charitable planning techniques applicable to non-cash asset donations.

Learn more by visiting https://belong.naifa.org/creative-charitable-planning-with-non-cash-assets