Get 13 CFRE credits upon completion
Free training for your team
Convenience and flexibility
Take advantage of a comfortable learning environment
Our partner, Dr. Russell James (J.D., Ph.D., CFP®), recently put together a series of video lectures covering everything there is to know about the law and tax aspects of charitable gift planning. This online course was created for fundraisers and financial advisors seeking bite sized nuggets of wisdom to expand their knowledge about charitable gift law and taxation.
❏ Tips to provide your donors with information about giving retirement assets
❏ The special types of charitable remainder trusts that exist and their tax benefits
❏ Ways to use life insurance in charitable planning
❏ How to calculate estate taxes
❏ Best practices for income tax planning
❏ And much more!
You can choose to break down this hefty amount of content into nuggets of information delivered straight to your inbox. Once a week over a four month time span (beginning the moment you sign up), you’ll receive an email with videos linked to that week’s lecture lessons. Each lesson is anywhere from 15 to 20 minutes long. You’ll also receive access to the previous week’s lessons as you progress through the course. To get your CFRE credits, all you’ll have to do is show off your knowledge by earning a passing grade (75% or more) for a test we’ll send you once you complete the course.
Access to all 65 lesson videos and/or audio. That’s 16 hours of valuable content! You can proceed at your own pace — and you’ll have lifetime access to the course lessons so you can return years down the line! You’ll be receiving quite a bit of information from this course so take your time and digest all of this great stuff at your own pace.
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