EPI OC 2022 – February 10 – Advantages of Faith-based Charitable Planning

“Do not store up for yourselves treasures on earth where moth and rust destroy.”

Join Kip and Danny to review several case studies that will reveal the reasons and pros and cons of the various types of structures for philanthropy.  We will discuss strategies such as family foundations, CRTs, CLTs, DAFs, and Charitable Annuities. Help your clients understand the value philanthropy can have for the family and their legacy.

  • Be able to identify and explain charitable planning opportunities
  • Understand the potential tax advantages of charitable planning
  • Recognize the value philanthropy can have for the family as well as how it can create a legacy

(Purchase of this product will include a link to an inspirational video and a pdf copy of the presentation.)

Presented by Kip Kolson and Danny Wexler

This product can only be viewed by members.