Charitable Giving Techniques - CLE, Continuing Legal Education - ALI
Charitable Giving Techniques
  • Cosponsored by ABA Section of Taxation
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Shipped to you: Printed Coursebook | MP3 CD-ROM | DVD Video

Available Online: | Coursebook

Why You Should Attend

Do you know the latest status of IRA charitable rollovers?

What about opportunities and pitfalls that current historically-low interest rates pose for donors and charitable organizations?

Do you know that special opportunities are available for charitable lead annuity trusts, or that some donors cannot create charitable remainder annuity trusts at all?

What about requirements now applicable to supporting organizations and donor-advised funds?


If you advise donors, charities, or organizations with planned giving programs, you must attend this Charitable Giving Techniques CLE course to get answers to these critical questions!


Again This Year: Basic and advanced dual tracks allow registrants to customize the course for their skill levels.

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What You Will Learn

Acquire the knowledge to advise your clients not just on compliance with past and proposed new regulations, but also on how they can incorporate a range of incentives into their ongoing financial planning.


Taught by a distinguished national faculty of experts in the field, this annual course, comprising at least 12 full hours of instruction including one hour of ethics, is a comprehensive review of lifetime and testamentary charitable giving techniques, including a full discussion of recent statutory provisions. It addresses the technical, mechanical, and legal sides of the issues, with practical applications and “tips from the trenches.”


The first half of the first day offers two tracks at different levels of complexity, allowing you to attend the track that is right for you. One track serves as a crash course or refresher in the basic aspects of charitable giving techniques. The alternative morning track is for those looking for more advanced analysis. Following the Thursday lunch break, all registrants come together for the remainder of the course, which focuses on more challenging issues and is taught at an advanced level, thereby allowing the faculty and registrants to delve more deeply into important topics, such as:


Use of private foundations, donor-advised funds, and supporting organizations

Post mortem charitable planning

Charitable giving tax pitfalls

Life insurance

Hot topics and case studies in planned giving

Best practices in development – lessons learned


The faculty also spends a full hour discussing ethics problems that routinely challenge charitable giving practitioners. This course includes CLE ethics credits.

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Who Should Attend

Lawyers and other legal professionals who advise donors, charities, or other organizations with planned giving programs should attend this accredited continuing legal education program from ALI CLE.

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Planning Chair

also on faculty

Lawrence P. Katzenstein, Thompson Coburn LLP, St. Louis


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Edward J. Beckwith, Baker and Hostetler LLP, Washington, D.C.

Martin Hall, Ropes & Gray, Boston

Christopher R. Hoyt, Professor of Law, University of Missouri-Kansas City School of Law, Kansas City

Paul S. Lee, National Managing Director, Bernstein Global Wealth Management, New York

Mary Ann Mancini, Loeb & Loeb LLP, Washington, D.C.

Conrad Teitell, Cummings & Lockwood LLC, Stamford, Connecticut

Carolyn O. (Morey) Ward, Ropes & Gray LLP, Washington, D.C.


ALI CLE Program Attorney: Kevin O’Connor (

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Program Schedule

Thursday, May 2, 2013

BASIC MORNING TRACK [Note: These sessions will not be video webcast, but will be videotaped and available after the course on demand, and as part of the archive, mp3, and DVD]

7:00 a.m. Registration and Continental Breakfast

7:55 a.m. Administrative Remarks – ALI CLE Staff

8:00 a.m. Basic Deduction Rules – Mr. Teitell

9:00 a.m. Non-Trust Techniques and Charitable Gift Annuities – Mr. Hall

10:00 a.m. Networking and Refreshment Break

10:15 a.m. Charitable Remainder Trusts and Charitable Lead Trusts – Mr. Teitell

11:30 a.m. Exempt Organization Primer, Private Foundations, and Alternatives – Ms. Ward

12:30 p.m. Lunch Break



8:00 a.m. Registration and Continental Breakfast

8:55 a.m. Administrative Remarks – ALI CLE Staff


9:00 a.m. Charitable Planning Techniques with Qualified Plans, S Corporation Stock, and Other Unusual Assets – Professor Hoyt

10:15 a.m. Advanced Charitable Remainder Trusts – Mr. Katzenstein

11:15 a.m. Networking and Refreshment Break

11:30 a.m. Advanced Charitable Lead Trusts – Mr. Beckwith

12:30 p.m. Lunch Break




1:45 p.m. Post-Mortem Issues – Mr. Katzenstein

2:30 p.m. Best Practices: A Practitioner’s Lessons Learned in Development – Mr. Katzenstein and panel

3:15 p.m. Networking and Refreshment Break

3:30 p.m. Hot Topics in Planned Giving – Faculty Panel

4:30 p.m. Adjournment for the Day


Friday, May 3, 2013

8:30 a.m. Networking and Continental Breakfast


9:00 a.m. Advanced Issues in Giving to the Private Foundation, Donor-Advised Fund, and Supporting Organization – Ms. Ward

10:15 a.m. Networking and Refreshment Break

10:30 a.m. Using Life Insurance in Charitable Giving – Ms. Mancini

11:30 a.m. Charitable Giving Tax Pitfalls: Avoiding; Climbing Out; Cyanide Capsule? – Mr. Teitell

12:30 p.m. Lunch Break



1:45 p.m. Advanced Planning Techniques – Mr. Lee

3:00 p.m. Networking and Refreshment Break

3:15 p.m. Ethics and Planned Giving – Mr. Teitell

4:15 p.m. Case Studies – Faculty Panel

5:00 p.m. Adjournment


Total 60-minute hours of instruction: 12 (Advanced Track) or 13 (Basic Track), including one hour of ethics

       CPE credit hours in Taxation (group-live and group-internet-based program): 14 hours (Advanced Track) or 15.5 hours (Basic Track)


Suggested Prerequisite: Limited experience in legal practice in subject matter or completion of Basic CLE/CPE Course in subject matter

Educational Objective: To get a comprehensive review of charitable giving techniques, both lifetime and testamentary, including recent statutory provisions

Level of Instruction: Advanced (with basic morning track option)

Click Here for MCLE Credit Information

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Here's what registrants have said about this course:

“All of the speakers were effective and the manuscripts will be superior resources for me.”

“Excellent program. Please keep offering this one.”


“Paul Lee was excellent.”


“Practicing for a charity rather than on behalf of the donors gave this course a different spin for me. It was enlightening to see the other side – great ideas generated from this new perspective.”


“This is the best conference on charitable giving techniques I have attended.”


“The 2 track approach was well-done and should be continued. [Conrad] Teitell – still AWESOME! Outstanding materials and presentation! [Paul] Lee’s analysis was excellent application of economic analyses rarely seen in charitable giving.”


“For its range and depth, this program is clearly the most valuable professional development opportunity that I know. Strong faculty, valuable materials and most particularly, new ways of seeing familiar topics. I couldn’t imagine a more ‘prudent’ investment of my time. Thank you. This program was terrific and though my expectations for ALI CLE programs are high, they were roundly exceeded.” –William F. Bagley, Jr., Southborough, MA, June 2011 registrant


“Continue this outstanding program. Have attended this course many times and it has always been time well-spent!” – Christopher P. Woehrle, June 2011 registrant

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