The focus of this course is on charitable tax strategies, tools, and techniques. By the end of this course, students will have the knowledge needed to open a client-specific or donor-specific conversation about the features and benefits of appropriate charitable tools. The student will then be able to convene a planning team, or in simpler cases, close for the gift.
000049
AEP
CAP<sup>®</sup>
MSFPP
Single Course
9
1.00
Philanthropic Planning
Financial Planning
Master's Degree Program
Professional Designations & Certifications
Advanced Career Professional
Mid Career Professional
Yes
Yes
0000491
AL
AL
AR
AR
AZ
AZ
CA
CA
CO
CO
CT
CT
DE
DE
GA
GA
HI
HI
IA
IA
IN
IN
KS
KS
KY
KY
LA
LA
MA
MA
MD
MD
ME
ME
MI
MI
MN
MN
MS
MS
MT
MT
NC
NC
NE
NE
NH
NH
NJ
NJ
NM
NM
NV
NV
NY
NY
OK
OK
OR
OR
PA
PA
PR
PR
RI
RI
SC
SC
SD
SD
TN
TN
UT
UT
VT
VT
WI
WI
WV
WV
WY
WY
MO
TX
VA
IL
OH
ND
ID
10G