November 22, 2023


4 Total CPE Credits


Webinar (CA): The Complete Guide to Charitable Giving Strategies 2023

  • Instructor

    James Gardner

Learning Objectives

• Determine the numerous ways to give and the variety of charities
• Recognize the giving requirements and the percentage limitations on cash and property gifts
• Identify the best technique to use based on the clients' giving objectives

Major Topics

• Gifts of cash and property
• Percentage limitations and substantiation requirements
• Gifts of partial interests in property and transfers in trust
• Community foundations, donor advised funds, and private foundations

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Overview



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys, enrolled agents, financial professionals, insurance professionals and professional staff.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.