APRIL 24-27, 2023 \\ NASHVILLE, TN
The Nation’s leading experts on charitable estate planning invite you to join them in Nashville in Spring 2023.
The Charitable Estate Planning Institute is an advanced course in charitable planning techniques for the professional who wants to expand his or her planned giving knowledge. The Institute is an opportunity for professionals to gather annually to hear current tips, tools, and trends in charitable estate planning. They will also earn the distinguished Fellow in Charitable Estate Planning designation and continuing professional education credits.
Charitable Estate Planning Institute
Explore charitable gift and estate planning in depth
The Charitable Estate Planning Institute offers an innovative, educational opportunity for practical and actionable planned giving information. Its faculty is the established “gold standard” for charitable gift and estate planning. The Institute presents a complete examination of the issues donors and their advisors face when they plan and implement their objectives. It begins with the three fundamental questions each donor must answer before considering any important charitable gift.
The Institute focuses extensively on charitable gift and estate planning. It is beyond the basics. This is the one source nationally for technical content that is presented in a manner that is both practical and useful to the planner’s everyday work.
Estate-planning concepts and considerations
Income and transfer taxes
Strategically selecting the best asset(s) to give, the utility of the charitable midterm federal rate, and effective uses of the charitable deduction
The differences among the types of recipient charitable organizations
Charitable giving motivations, constraints, and techniques
A complete legislative update.
Each day concludes with the participants applying the day’s topics to practical situations they can expect to face with their own donors and clients.
What is unique about the Charitable Estate Planning Institute? The Institute is an intensive curriculum on charitable giving techniques within the context of tax and estate planning. It is presented by seasoned professionals who have had day-to-day responsibility for advising donors and implementing their charitable gifts. The Institute offers a unique opportunity that encourages interaction and discussion among the presenters and participants.
Who should attend the Charitable Estate Planning Institute?
Attorneys who focus on estate planning
Gift Planning Officers
Major Gift Officers
Anyone else seeking career advancement by learning about charitable estate planning
Sessions are designed as advanced topics and deliver content well beyond basic planned giving training.
Give Your Credentials a Boost
Continuing Professional Education
Earn continuing education credits for Certified Fund Raising Executive, Certified Financial Planner, or other professional education such as Accountancy boards.
Continuing Legal Education
Earn CLE credits, including an
hour of Ethics (if applicable in
Fellow in Charitable Estate Planning
Those attending will earn the distinguished Fellow in Charitable Estate Planning (FCEP) credential.