Charitable Giving Videos

• Human Aspects of Estate Planning: Giving Back

  April 18th 2022

• Charitable Giving and The National MS Society

  February 16th 2021

• Charitable Planning – Income Tax Considerations - Part 2

  January 12th 2021

• Charitable Planning – Income Tax Considerations - Part 1

  January 12th 2021

• The Secure Act - Ten Year Rule

  February 12th 2020

• Introduction to the Secure Act

  February 12th 2020

• QCD

  February 13th 2019

• Charitable Giving After 2017 Tax Act

  February 13th 2019

• Giving Life Insurance to Charity

  December 11th 2018

• Qualified Charitable Distributions (QCDs) - When Does It Make Sense To Consider?

  November 19th 2018

• Who Should be Designated as Beneficiary of IRA or Qualified Plan - Disadvantages of Naming a Spouse.

  November 19th 2018

• Non-Grantor Trusts to Save Charitable Deductions

  October 04th 2018

• Charitable Planning After 2017 Tax Act

  September 19th 2018

• Planned Giving

  January 09th 2018

• Charity Donor Agreements

  December 13th 2017