Advanced Series Webinar Recap: Charitable Giving

In this session, we covered common gifting strategies such as Planned Gifts, Qualified Charitable Distributions, various charitable trusts and more.

The presentation of the material in this video may be different than what you saw live, but the content is the same.

Jump ahead using the chapter timestamps shown below:

• Entering Entities within Advanced Facts 12:14
• Entering Gifting under Assumptions 18:57
• Entering Trusts and Partnerships 24:48
• Reviewing in Reports 30:39
• Reviewing a Plan in Advanced Planning 40:56

Additional Resources:

• Charitable Contributions
• Trusts and Partnerships

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