Charitable Gift Financing

Charitable Gift Financing is an advanced planning strategy designed to help high-net-worth individuals and business owners maximize charitable impact while enhancing tax efficiency and preserving long-term wealth objectives. This course explores the integration of charitable giving techniques with financing concepts to create flexible planning opportunities for donors, families, and closely held businesses.

This course explores the tax and legal framework surrounding charitable financing concepts, including estate planning applications, liquidity considerations, and philanthropic planning strategies. Attendees will analyze comparative planning approaches and discuss how charitable gift financing may complement existing tax, estate, and business succession strategies for qualified clients.

Learning Objectives:

• Identify key tax and legal considerations associated with charitable gift financing concepts.
• Analyze how charitable financing approaches may be integrated with estate, liquidity, and philanthropic planning.
• Evaluate how charitable gift financing may complement tax, estate, and business succession strategies for appropriate clients.

Attendance Requirement
To receive the full CPE credit, participants must attend the entire program and complete all required participant engagement and completion-verification activities.
Refund & Cancellation Policy:
Noble Wealth Solutions' CPE programs are provided free of charge. Therefore, no refund policy applies. If Noble Wealth Solutions must cancel or reschedule a CPE program, registered participants will be notified by email as soon as possible, and whenever practical, at least 48 hours prior to the scheduled program. Participants will receive information regarding rescheduling or alternative program options, if available.
Complaint Resolution Policy:
Participants may submit complaints to Ben Levine via email at Ben@NobleWealthSolutions.com, or via phone at (818) 456-4754. Complaints will be acknowledged promptly, and a response will be provided within five (5) business days. All complaints will be reviewed and, when appropriate, corrective action will be taken to improve future programs.