PPC's Guide to Charitable Giving Strategies

Your complete guide to charitable giving strategies

PPC's Guide to Charitable Giving Strategies provides step-by-step guidance on how your clients can use charitable trusts, private foundations, pooled income funds, and other strategies to accomplish their charitable giving goals and provide significant tax savings.

This Guide also includes income, gift, and estate tax considerations and planning ideas.

PPC's Guide to Charitable Giving Strategies discusses the various types of charitable contributions and includes income, gift, and estate tax considerations and planning ideas. It includes guidance on:

• Deciding what and when to make donations
• Forming and maintaining charitable remainder trusts
• Charitable lead trust planning
• Private foundations, donor advised funds, supporting organizations, conduit foundations, and pooled common funds
• Pooled income funds
• Charitable gift annuities
• Donating an interest in a personal residence or farm
• Qualified conservation easements

This Guide also provides numerous checklists and practice aids for planners to use when evaluating charitable giving strategies.

• Charitable Giving Strategies
  • INTRODUCTORY MATERIAL
  • Chapter 1 A Model for Charitable Giving Planning Engagements
  • Chapter 2 Deciding What and When to Give
  • Chapter 3 Deducting Charitable Contributions for Income Tax
  • Chapter 4 Charitable Remainder Trusts
  • Chapter 5 Charitable Lead Trusts
  • Chapter 6 Private Foundations and Alternative Charitable Entities
  • Chapter 7 Pooled Income Funds
  • Chapter 8 Charitable Gift Annuities
  • Chapter 9 Gift of an Interest in a Personal Residence or Farm
  • Chapter 10 Charitable Contributions of Qualified Conservation Easements
  • Chapter 11 Deducting Charitable Contributions for Estate and Gift Tax
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• List of Substantive Changes and Additions View