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VISUAL PLANNED GIVING EBOOK, by MarketSmart

VISUAL PLANNED GIVING EBOOK is FREE courtesy of MarketSmart

ARE YOU LOOKING FOR THE ULTIMATE PLANNED GIVING RESOURCE?

You’ve found it – a free textbook, “Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning, Updated for the 2018 Tax Law” by Dr. Russell James J.D., Ph.D., CFP®.

This textbook is specifically designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. It will also answer how the 2018 tax law will affect planned giving. This introductory book addresses all of the major topics in planned giving law and taxation and features over 1,000 full-color illustrations and images that guide you through complex concepts in a visual and intuitive way. Distilled from his years of teaching Charitable Gift Planning at the graduate and undergraduate level, Professor James makes this topic accessible and enjoyable for the busy professional.
 

Here are some of the things you’ll learn:

  • The secret to understanding planned giving
  • A super simple introduction to taxes
  • How the 2018 tax law will affect planned giving
  • How to document charitable gifts
  • Valuing charitable gifts of property
  • Special techniques for donating retirement assets, private foundations and donor advised funds
  • And much more!

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