The American College of Trust and Estate Counsel Releases Ten-Part Charitable Giving Podcast Series

Washington, DC, November 4, 2019: The American College of Trust and Estate Counsel (ACTEC) today released a ten-part, topic-based podcast series on Charitable Giving, offering the expertise of Fellows who provide best practice advice, insights and commentary on subjects relevant to those in the wealth management profession.

Fellows of ACTEC’s Charitable Planning and Exempt Organizations Committee consider all aspects of charitable planning and charitable giving including charitable deductions, private foundations, excise taxes, Charitable Remainder Trusts (CRT), Charitable Lead Trusts (CLT), Charitable Gift Annuities, individual Donor-Advised Funds (DAF) and charitable pledges. The committee regularly reviews and discusses tax and other issues affecting charitable organizations including public charities and endowment matters.
The feature series debuts at ACTEC Trust and Estate Talk, a weekly podcast created for trust and estate management professionals. Listeners can subscribe at iTunes, SoundCloud, Stitcher, Spotify, and Google Play.

“The ACTEC Charitable Giving series offers attorneys and their clients accessible information about significant aspects of charitable giving from experts in those areas,” said Susan Snyder, ACTEC Fellow and Executive Producer of ACTEC Trust and Estate Talk. “Attorneys can share the podcast links with clients who would like more information to help inform their charitable planning decisions.”

ACTEC’s podcast series will feature the following:

• • Basic Charitable Giving with ACTEC Fellow Glenn G. Fox
  • An Introduction to Individual Charitable Deductions with ACTEC Fellow Robert P. Goldman
  • A Primer on Private Foundations with ACTEC Fellow John McGown, Jr.
  • An Introduction to Private Foundation Excise Taxes with ACTEC Fellow Neil T. Kawashima
  • Charitable Remainder Trusts (CRT) with ACTEC Fellow Matthew G. Brown
  • A Primer on Charitable Lead Trusts (CLTs) with ACTEC Fellow Kirk A. Hoopingarner
  • Charitable Gift Annuities with ACTEC Fellow Roger Shumaker
  • Deferred and Flexible Charitable Gift Annuities with ACTEC Fellow Brad Bedingfield
  • An Introduction to Individual Donor-Advised Funds (DAF) with ACTEC Fellows Edward J. Beckwith and Christopher R. Hoyt
  • An Introduction to Charitable Pledges with ACTEC Fellows Reynolds T. Cafferata and William Finestone