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Why financial planners should study charitable planning
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Why financial planners should study charitable planning



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  • 1. Why Financial Planners Should Study Charitable Planning
  • 2. 1.
    The clients you want care about charitable planning
  • 3.
  • 4. 2. The clients you really,
    care about charitable planning
  • 5.
  • 6. 3.
    You can provideBIG*value to clients
    * We aren’t talking about 3 extra basis points on a comparable risk-adjusted portfolio here…
  • 7. A couple wants to sell their $10 million low-basis business, invest in securities returning 5%, withdraw 5% per year, then at death leave half to children and half to charity
    Without sophisticated charitable planning they
    • Receive no INCOME TAX deduction
    • 8. Pay all CAPITAL GAINS TAX on the business sale
    • 9. Receive less lifetime income
    • 10. Pay ESTATE TAXES taking half or more of the children’s inheritance
    With sophisticated charitable planning (CRT-ILIT) they can
    • Receive an immediate INCOME TAX deduction
    • 11. Pay no CAPITAL GAINS TAX on the business sale
    • 12. Receive more lifetime income
    • 13. Make their children’s inheritance 100% ESTATE TAX free
  • 4. Yes, you can even make money doing it
    Did I mention that last transaction involves the sale of a $5,000,000+ life insurance policy?
  • 14. 5. What is the hottest part of the financial services industry right now?
  • 15. (Here is a hint…)
  • 16. 6. Donor advised funds may be assets under management
    DAF: Asset depletion from transfers
    Owned: Asset depletion from consumption
    Both may be largely second generation activities
  • 17. 7. Make a difference, not just a dollar
    Knowledgeable financial planners can effectively encourage generosity and consequently profoundly affect on our world.
  • 18. 8. Spread some happiness
  • 19. 9. Learn how to help families pass along both value and values
  • 20. 10.
    Assist your favorite charities in providing planned giving services to their donors