
GiftCollege courses are based on the
GiftLaw Pro Charitable Giving Guide from Crescendo Interactive. Webcast schedules are updated continually, so check back often.

- 101. ACGA Rates - Current CGA
- 3.3.1, 3.3.2

- 102. Gift Ann. Deferred/Documents
- 3.3.3, 3.3.4

- 103. Gift Ann. Disclosure/State Regs
- 3.3.5, 3.3.6

- 104. Gift Ann. Gift/Unrecov. Basis
- 3.3.7, 3.3.8

- 105. Gift Ann. Taxes/App. Property
- 3.3.9, 3.4.1

- 106. Gift Ann. Flexible/College
- 3.4.2, 3.4.3

- 107. Gift Ann. Retirement/For Home
- 3.4.4, 3.4.5

- 108. Gift Ann. Test. GA/UT to GA
- 3.4.6, 3.4.7

- 109. Bequests Type/Deduction
- 3.2.1, 3.2.2

- 110. Bequests IRA/Disclaimers
- 3.2.3, 3.2.4

- 111. Life Estate Home - MIT
- 3.7.1, 3.7.2

- 112. Life Estate Rollover - Taxes
- 3.7.3, 3.7.4

- 113. Revocable Tr. Liquidity-Charity
- 3.9.1, 3.9.2

- 114. Unitrust Duration - Four-Tier
- 3.10.1, 3.10.2

- 115. Unitrust Payouts -- Types
- 3.10.3, 3.10.4

- 116. Unitrust Trustee -- Gifts
- 3.10.5, 3.10.6

- 117. Unitrust Docs -- Reformation
- 3.10.7, 3.10.8

- 118. Unitrust Taxes -- Investments
- 3.10.9, 3.10.10

- 119. Unitrust Education -- FLIP
- 3.11.1, 3.11.2

- 120. Unitrust Sale UT -- IRA
- 3.11.3, 3.11.4

- 121. Unitrust Stretch IRA -- Tandem
- 3.11.5, 3.11.6

- 122. Ann. Tr. Duration/Four-Tier
- 3.1.1, 3.1.2

- 123. Ann. Tr. Payouts/5% Probability
- 3.1.3, 3.1.4

- 124. Annuity Trust Trustee/Gifts
- 3.1.5, 3.1.6

- 125. Ann. Tr. Document/Reformation
- 3.1.7, 3.1.8

- 126. Ann. Tr. Education/Taxes
- 3.1.9, 3.1.10

- 127. Lead Trust Family-Grantor
- 3.5.1, 3.5.2

- 128. Lead Trust Super-Annuity Tr.
- 3.5.3, 3.5.4

- 129. Lead Trust UT/Gift-Estate Tax
- 3.5.5, 3.5.6

- 130. Lead Trust Income/GST Tax
- 3.5.7, 3.5.8

- 131. Lead Trust Double Disc. Living Tr.
- 3.6.1, 3.6.2

- 132. Lead Trust EZ/Tandem UT-LT
- 3.6.3, 3.6.4

- 133. Lead Trust Layered -- GSTT
- 3.6.5, 3.6.6

- 134. Public Stock/Fam. Business
- 4.12.1, 4.12.2

- 135. Fam. Stock/Private Fnd.
- 4.12.3, 4.12.4

- 136. Inc. Stock Opt./Non-Qual SO
- 4.13.1, 4.13.2

- 137. Bequest of Options/Test. UT
- 4.13.3, 4.13.4

- 138. IRA Payouts Owner/Children
- 4.6.1, 4.6.2

- 139. IRA Bequests/Spousal UT
- 4.6.3, 4.6.4

- 140. IRA UT Children/NUA UT
- 4.6.5, 4.6.6

- 141. QRP UT/IRA Char. Rollovers
- 4.6.7, 4.6.8

- 142. Real Estate Gifts/Debt
- 4.7.1, 4.7.2

- 143. Env. Issues/Home or Farm
- 4.7.3, 4.7.4

- 144. CRT/Gift Ann. Lead Tr./PIF
- 4.7.5, 4.7.6

- 145. Inv. Inc. Tax Ded.--Qual. Res.
- 4.5.1, 4.5.2

- 146. Inventory Gifts -- Unitrust
- 4.5.3, 4.5.5

- 147. C Corp Asset -- Stock Sale
- 4.2.2, 4.2.3

- 148. C Corp CRT - Bailout
- 4.2.4, 4.2.5

- 149. C Corp Gift Ann -- Crops TPP
- 4.2.6, 4.3.1

- 150. Tang. Pers. Property Gifts -- UT
- 4.3.2, 4.3.3

- 151. TPP Val -- Insurance Gift
- 4.3.4, 4.4.1

- 152. Prem. Deduct.-Charity Bene
- 4.4.2, 4.4.3

- 153. Form 8283 -- Ins. CRT/CGA
- 4.4.4, 4.4.5

- 154. Art Gifts - Partial Interests
- 4.1.1, 4.1.2

- 155. Art Related - Unitrusts
- 4.1.3, 4.1.4

- 156. Art Valuation -- C Corps
- 4.1.5, 4.2.1

- 157. LLC Tax/UBI Lease Opt.
- 4.8.1, 4.8.2

- 158. Self-Dealing/Sale and UT
- 4.8.3, 4.8.4

- 159. Patents/Copyrights
- 4.9.1, 4.9.2

- 160. Trademarks/ IP Royalties
- 4.9.3, 4.9.4

- 161. Sole Prop./Lease & Debt
- 4.10.1, 4.10.2

- 162. Self-Dealing/Sale and UT
- 4.10.3, 4.10.4

- 163. Gift Ann.Bailout/Sav. Bonds
- 4.10.5, 4.11.1

- 164. Life/Death Savings Bonds
- 4.11.2, 4.11.3

- 165. Sub S Tax/Charity Sub S
- 4.14.1, 4.14.2

- 166. Sub S UT/S Option Grant
- 4.14.3, 4.14.4

- 167. Sub S Asset Sale/C Corp
- 4.14.5, 4.14.6

- 168. Lease UBI Sol/Self-Dealing
- 4.14.7, 4.14.8

- 169. Sub S LT/S Tax Deduction
- 4.14.9, 4.14.10

- 170. Pooled Fund Reqs - Valuation
- 3.8.1, 3.8.2

- 171. Pooled Fund Securities - Mgt.
- 3.8.3, 3.8.4

- 172. Pooled Fund Gift -- Termination
- 3.8.5, 3.8.6

- 173. 5 & 5 Rule/Debt and UT
- 5.1.1, 5.1.2

- 174. UT Debt Solutions/CERCLA
- 5.1.3, 5.2.1

- 175. Gift Policies/Envr. Checklist
- 5.2.2, 5.2.3

- 176. Excess Business Holdings
- 5.3.1, 5.3.2

- 177. LT-Ex.Bus. Hold./UT & AT
- 5.3.3, 5.3.4

- 178. Jeop. Char. Int./Exceptions
- 5.4.1, 5.4.2

- 179. Assign Income/Real Estate
- 5.5.1, 5.5.2

- 180. C Corp.Sale/Risk Disclosure
- 5.5.3, 5.5.4

- 181. Gift or Not?/When Deduct?
- 1.1.1, 1.1.2

- 182. Deduct 50-30-20%/Reduced
- 1.1.3, 1.1.4

- 183. Partial Int. Gifts/State Credits
- 1.1.5, 1.1.6

- 184. Gift Taxes/Annual Exclusion
- 1.2.1, 1.2.2

- 185. Gift Exemption/Char. Deduct
- 1.2.3, 1.2.4

- 186. Marital Deduct/Gift Tax 709
- 1.2.5, 1.2.6

- 187. Estate Tax/App. Exclusion
- 1.3.1, 1.3.2

- 188. Estate Deduct/Marital Ded.
- 1.3.3, 1.3.4

- 189. Disclaimers/Estate Tax 706
- 1.3.5, 1.3.6

- 190. GSTT/Exclusion & Exempt
- 1.4.1, 1.4.2

- 191. Incl. Ratio/Lead AT GSTT
- 1.4.3, 1.4.4

- 192. Lead UT GSTT/Fair Mkt. Val.
- 1.4.5, 1.5.1

- 193. Form 8283, Appr./Discounts
- 1.5.2, 1.5.3

- 194. Gift Substan./Gift Premiums
- 1.6.1, 1.6.2

- 195. Quid Pro Quo/Property Gifts
- 1.6.3, 1.6.4

GiftCollege Webinars (Next Meeting: September 25, 2008 at 1:00 PM PDT)
GiftCollege webinars with live instructors and Q&A are designed to give you a deeper understanding of the material covered in your weekly GiftCollege session. Webinars will cover topics presented one month prior and will occur the last Thursday of each month.
Click here to learn more!
- Course # - Webcast / Sections
- Date
- Select Time
- 101. ACGA Rates - Current CGA
3.3.1, 3.3.2
- September 10, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 102. Gift Ann. Deferred/Documents
3.3.3, 3.3.4
- September 17, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 103. Gift Ann. Disclosure/State Regs
3.3.5, 3.3.6
- September 24, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 104. Gift Ann. Gift/Unrecov. Basis
3.3.7, 3.3.8
- October 1, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 105. Gift Ann. Taxes/App. Property
3.3.9, 3.4.1
- October 8, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 106. Gift Ann. Flexible/College
3.4.2, 3.4.3
- October 15, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 107. Gift Ann. Retirement/For Home
3.4.4, 3.4.5
- October 22, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 108. Gift Ann. Test. GA/UT to GA
3.4.6, 3.4.7
- October 29, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 109. Bequests Type/Deduction
3.2.1, 3.2.2
- November 5, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 110. Bequests IRA/Disclaimers
3.2.3, 3.2.4
- November 12, 2008 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 111. Life Estate Home - MIT
3.7.1, 3.7.2
- November 19, 2008 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 112. Life Estate Rollover - Taxes
3.7.3, 3.7.4
- November 26, 2008 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 113. Revocable Tr. Liquidity-Charity
3.9.1, 3.9.2
- December 3, 2008 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 114. Unitrust Duration - Four-Tier
3.10.1, 3.10.2
- December 10, 2008 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 115. Unitrust Payouts -- Types
3.10.3, 3.10.4
- December 17, 2008 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 116. Unitrust Trustee -- Gifts
3.10.5, 3.10.6
- December 31, 2008 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 117. Unitrust Docs -- Reformation
3.10.7, 3.10.8
- January 7, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 118. Unitrust Taxes -- Investments
3.10.9, 3.10.10
- January 14, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 119. Unitrust Education -- FLIP
3.11.1, 3.11.2
- January 21, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 120. Unitrust Sale UT -- IRA
3.11.3, 3.11.4
- January 28, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 121. Unitrust Stretch IRA -- Tandem
3.11.5, 3.11.6
- February 4, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 122. Ann. Tr. Duration/Four-Tier
3.1.1, 3.1.2
- February 11, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 123. Ann. Tr. Payouts/5% Probability
3.1.3, 3.1.4
- February 18, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 124. Annuity Trust Trustee/Gifts
3.1.5, 3.1.6
- February 25, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 125. Ann. Tr. Document/Reformation
3.1.7, 3.1.8
- March 4, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 126. Ann. Tr. Education/Taxes
3.1.9, 3.1.10
- March 11, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 127. Lead Trust Family-Grantor
3.5.1, 3.5.2
- March 18, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 128. Lead Trust Super-Annuity Tr.
3.5.3, 3.5.4
- March 25, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 129. Lead Trust UT/Gift-Estate Tax
3.5.5, 3.5.6
- April 1, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 130. Lead Trust Income/GST Tax
3.5.7, 3.5.8
- April 8, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 131. Lead Trust Double Disc. Living Tr.
3.6.1, 3.6.2
- April 15, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 132. Lead Trust EZ/Tandem UT-LT
3.6.3, 3.6.4
- April 22, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 133. Lead Trust Layered -- GSTT
3.6.5, 3.6.6
- April 29, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 134. Public Stock/Fam. Business
4.12.1, 4.12.2
- May 6, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 135. Fam. Stock/Private Fnd.
4.12.3, 4.12.4
- May 13, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 136. Inc. Stock Opt./Non-Qual SO
4.13.1, 4.13.2
- May 20, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 137. Bequest of Options/Test. UT
4.13.3, 4.13.4
- May 27, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 138. IRA Payouts Owner/Children
4.6.1, 4.6.2
- June 3, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 139. IRA Bequests/Spousal UT
4.6.3, 4.6.4
- June 10, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 140. IRA UT Children/NUA UT
4.6.5, 4.6.6
- June 17, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 141. QRP UT/IRA Char. Rollovers
4.6.7, 4.6.8
- June 24, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 142. Real Estate Gifts/Debt
4.7.1, 4.7.2
- July 1, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 143. Env. Issues/Home or Farm
4.7.3, 4.7.4
- July 8, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 144. CRT/Gift Ann. Lead Tr./PIF
4.7.5, 4.7.6
- July 15, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 145. Inv. Inc. Tax Ded.--Qual. Res.
4.5.1, 4.5.2
- July 22, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 146. Inventory Gifts -- Unitrust
4.5.3, 4.5.5
- July 29, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 147. C Corp Asset -- Stock Sale
4.2.2, 4.2.3
- August 5, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 148. C Corp CRT - Bailout
4.2.4, 4.2.5
- August 12, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 149. C Corp Gift Ann -- Crops TPP
4.2.6, 4.3.1
- August 19, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 150. Tang. Pers. Property Gifts -- UT
4.3.2, 4.3.3
- August 26, 2009 Wed.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
GiftCollege Webinars (Next Meeting: July 31, 2008 at 2:00 PM PDT)
GiftCollege webinars with live instructors and Q&A are designed to give you a deeper understanding of the material covered in your weekly GiftCollege session. Webinars will cover topics presented one month prior and will occur the last Thursday of each month.
Click here to learn more!
- Course # - Webcast / Sections
- Date
- Select Time
- 127. Lead Trust Family-Grantor
3.5.1, 3.5.2
- July 10, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 128. Lead Trust Super-Annuity Tr.
3.5.3, 3.5.4
- July 17, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 129. Lead Trust UT/Gift-Estate Tax
3.5.5, 3.5.6
- July 24, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 130. Lead Trust Income/GST Tax
3.5.7, 3.5.8
- July 31, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 131. Lead Trust Double Disc. Living Tr.
3.6.1, 3.6.2
- August 7, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 132. Lead Trust EZ/Tandem UT-LT
3.6.3, 3.6.4
- August 14, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 133. Lead Trust Layered -- GSTT
3.6.5, 3.6.6
- August 21, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 134. Public Stock/Fam. Business
4.12.1, 4.12.2
- August 28, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 135. Fam. Stock/Private Fnd.
4.12.3, 4.12.4
- September 4, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 136. Inc. Stock Opt./Non-Qual SO
4.13.1, 4.13.2
- September 11, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 137. Bequest of Options/Test. UT
4.13.3, 4.13.4
- September 18, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 138. IRA Payouts Owner/Children
4.6.1, 4.6.2
- September 25, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 139. IRA Bequests/Spousal UT
4.6.3, 4.6.4
- October 2, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 140. IRA UT Children/NUA UT
4.6.5, 4.6.6
- October 9, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 141. QRP UT/IRA Char. Rollovers
4.6.7, 4.6.8
- October 16, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 142. Real Estate Gifts/Debt
4.7.1, 4.7.2
- October 23, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 143. Env. Issues/Home or Farm
4.7.3, 4.7.4
- October 30, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 144. CRT/Gift Ann. Lead Tr./PIF
4.7.5, 4.7.6
- November 6, 2008 Th.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 145. Inv. Inc. Tax Ded.--Qual. Res.
4.5.1, 4.5.2
- November 13, 2008 Th.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 146. Inventory Gifts -- Unitrust
4.5.3, 4.5.5
- November 20, 2008 Th.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 147. C Corp Asset -- Stock Sale
4.2.2, 4.2.3
- November 27, 2008 Th.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 148. C Corp CRT - Bailout
4.2.4, 4.2.5
- December 4, 2008 Th.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 149. C Corp Gift Ann -- Crops TPP
4.2.6, 4.3.1
- December 11, 2008 Th.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
- 150. Tang. Pers. Property Gifts -- UT
4.3.2, 4.3.3
- December 18, 2008 Th.
-
8:00 AM PST
12:00 PM PST
4:00 PM PST
GiftCollege Webinars (Next Meeting: July 31, 2008 at 1:00 PM PDT)
GiftCollege webinars with live instructors and Q&A are designed to give you a deeper understanding of the material covered in your weekly GiftCollege session. Webinars will cover topics presented one month prior and will occur the last Thursday of each month.
Click here to learn more!
- Course # - Webcast / Sections
- Date
- Select Time
- 143. Env. Issues/Home or Farm
4.7.3, 4.7.4
- July 9, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 144. CRT/Gift Ann. Lead Tr./PIF
4.7.5, 4.7.6
- July 16, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 145. Inv. Inc. Tax Ded.--Qual. Res.
4.5.1, 4.5.2
- July 23, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 146. Inventory Gifts -- Unitrust
4.5.3, 4.5.5
- July 30, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 147. C Corp Asset -- Stock Sale
4.2.2, 4.2.3
- August 6, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 148. C Corp CRT - Bailout
4.2.4, 4.2.5
- August 13, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 149. C Corp Gift Ann -- Crops TPP
4.2.6, 4.3.1
- August 20, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT
- 150. Tang. Pers. Property Gifts -- UT
4.3.2, 4.3.3
- August 27, 2008 Wed.
-
8:00 AM PDT
12:00 PM PDT
4:00 PM PDT