The Tools & Techniques of Charitable Planning
Select a format
Select subscription type
Terms & conditions
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
The total price includes the product(s) listed in the Order Form and any Updates for a limited period (minimum period of 30 days) after the order is placed ("Order Window"). Shipping and handling fees are not included in the grand total price.
All shipments may be returned, at subscribers' expense, for full credit of the Price within 30 days of receipt.
Shipments may not be returned, and no credits will be issued, more than 30 days after receipt.
After the Order Window, subscribers will receive notice of Updates along with the then-current grand total price and order process as Updates become available. Subscribers will only be shipped those Updates they specifically request.
Product description
This book has been fully revised, expanded and enhanced to help you meet the needs of every client looking to make the most of their charitable giving.
The Tools & Techniques of Charitable Planning, 3rd Edition, includes:
New tools to help planners deal with higher capital gain tax rates
• New chapter on Charitable Life Estates
Techniques specifically geared toward organizing and strengthening the approaches used by planned giving teams within charitable organizations
Tools for meeting the expectations of continuing growth in the value of assets often used to fund charitable gifts
Exploration of recent trends toward using CRUTS rather than CRATS
Insights into the best techniques to meet planned giving goals in a low-interest-rate environment, including the use of CLATs
New content on Type III supporting organizations
Expert tips on using charitable gift annuities in death
Comprehensive updates throughout the book will help you understand the new tax rules, including the effects of the Net Investment Income Tax on donors, beneficiaries, and trusts.
The tools and techniques in this book are practical and proven, compiled by a team of the foremost experts in the field. Numerous charts, graphs and tables are included, simplifying everything from the basic charitable deduction rules to the most complex charitable giving techniques.
The single-volume The Tools & Techniques of Charitable Planning, 3rd Edition, provides instant access to all of the vital information absolutely necessary for guiding each client through their important charitable planning decisions.
eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.