Description
This session will provide a primer on the potential impacts on charitable giving due to the 2024 election results, cover Donor-Advised Funds and other charitable giving vehicles, and provide other critical information to make the most of soliciting charitable gifts in 2025.
Learning Objectives
Learn about updates to Dollar thresholds related to the gift tax exclusion, cash and non-cash gift deductibility, annual gift exclusions, and Qualified Charitable Distributions (QCDs)
Evaluate the many types of non-cash asset donations and why advisors should suggest them to clients
Discover benefits of Split-interest giving (Charitable Gift Annuities and Charitable Remainder Trusts)
Prepare strategies for entry points into the charitable giving conversation