2023 Visual Planned Giving Ebook

Visual Planned Giving updated for 2023 tax law

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 2023 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 2023 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 2023 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
  • The new IRA to Charitable Gift Annuity option
  • Using a Charitable Remainder Trust as an IRA beneficiary to stretch out payments to family members beyond the 10-year limit
  • Hybrid entities like the 501(c)4 social welfare organization.  (This was used in the Patagonia founder’s recent multi-billion-dollar gift.)
  • And much more!

Get your copy now by completing the form to your right!

About the Author:

About Russell James, Ph.D.

Russell James, J.D., Ph.D., CFP® is a professor at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning and also teaches Charitable Gift Law at the Texas Tech University School of Law. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. While in law school he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on the topic of charitable giving. He worked as the Director of Planned Giving for Central Christian College, Moberly, Missouri for six years and later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and operated in the black every year after having operated in the red for 10 of the 11 previous years.

Dr. James has over 100 publications in academic journals, conference proceedings, professional periodicals, and books including 20 on neuroimaging and neuroeconomics. He has been quoted in a variety of news sources including The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy.


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