Donate
Description
Charitable planning conversations often stall not because of lack of generosity—but because of complexity. Donors look to their advisors for clarity, confidence, and direction. This session will demystify the “giving glossary” by unpacking the most commonly used charitable vehicles and illustrating how they function within broader estate, tax, and legacy planning strategies.
Ray Kreienkamp will translate technical structures into practical insight, helping advisors understand not only how charitable tools work—but when they work best. Through real-world examples and lived case scenarios, participants will explore how different vehicles can be aligned with client motivations, asset types, and family dynamics. The session will also address common misconceptions and planning oversights that can derail otherwise well-intended giving strategies.
Participants will leave with greater fluency, increased confidence, and a practical framework for guiding charitable planning conversations with clarity and credibility.
Learning Objectives
(Learning Objectives) By the end of this session, participants will be able to...
- Clearly differentiate between major charitable giving vehicles (e.g., donor-advised funds, private foundations, charitable trusts, qualified charitable distributions, gifts of closely held business interests, etc.)
- Match specific giving tools to donor motivations, asset structures, tax circumstances, and legacy goals
- Identify common planning pitfalls and compliance considerations associated with each vehicle
- Translate complex charitable strategies into clear, client-friendly explanations that build trust and confidence
Ray will incorporate short “when it works well / when it doesn’t” real-world examples to reinforce learning and deepen advisor confidence. During the Q&A session, participants will be invited to share fact patterns regarding possible client uses of the various techniques that they are experiencing to allow for group discussion.
(Session Deliverables) Participants will leave with...
- A Quick-Reference Giving Vehicle Comparison Guide
- Increased confidence in navigating charitable planning discussions with clarity and precision