Charitable Giving Strategies: Donor-Advised Funds, Appreciated Stock, Qualified Charitable Distributions, and Charitable Trusts

Give the way the wealthy give, so each gift costs you less, and use charitable trusts to turn a big gain or a business sale into income and a deduction.

Who it is for: Anyone who gives more than a few thousand dollars a year, and anyone facing a large gain.
Runtime: 55 minutes

Pre-order: this course is still in development. Your purchase includes its materials as they are published in your portal. No release date is confirmed. Buy 5 or more and every course is 30% off.

See the full track See the full curriculum

After payment is confirmed and your access is set up, the files listed below can be downloaded from your portal. Any unpublished materials will be added when ready, at no additional charge.

Files currently available

Decision Tree.
Cash vs Stock Calculator Guide.
Cash vs Stock Calculator.
Crt Illustration Model Guide.
Crt Illustration Model.
Substantiation Checklist.
Daf vs Foundation Chart.
Slide deck.
Visual: Roadmap.
Visual: Deduction Limits.
Visual: Cash vs Stock.
Visual: Daf Bunching.
Visual: Qcd Flow.
Visual: Crt Diagram.
Visual: Vehicles Compared.
Visual: Substantiation Ladder.
Visual: Worked Example.
Visual: Decision Tree.
Workbook.
The narrated lesson. 55 minutes, cued to the deck, with chapter markers by lesson. Added to your portal when published, at no extra cost. This purchase does not guarantee that the narrated lesson is available today.

What the course covers

01The deduction rules: the income limits, the carryforward, and the 2026 floor and cap7 min
02What to give: appreciated stock beats cash, and the property you should never give6 min
03Donor-advised funds: bunching, timing, and what they cannot do6 min
04Qualified charitable distributions from an IRA4 min
05Charitable remainder trusts: income for life, a deduction now, and a tax-free sale inside10 min
06Charitable lead trusts and private foundations, briefly5 min
07Substantiation: the acknowledgment letter, the appraisal, and the form5 min
08Worked example: a business owner selling for 5 million dollars puts 1 million dollars into a charitable remainder trust8 min
09Tricks of the trade and traps: donate then rebuy, the sale-year donor-advised fund, and the acknowledgment that must exist4 min

How it fits: Requires 7.1 and 7.2. Pairs with 1.6, 8.4, and 2.5.

The standard every course holds

A narrated lesson of 45 to 60 minutes, produced as audio
A designed slide deck you download and keep
A computational workbook that runs the actual legal tests
A toolkit of checklists and protocols
A legal authority appendix carrying the two-pass vetting protocol

Written for a diligent reader with no legal education. Professionally narrated using a studio voice model of Brian T. Boyd. The course is recorded instruction, not a live consultation.

Where this course sits

Track 7: Tax Reduction and Strategy

This course is one step in a track built around a single outcome. See the full build order and the other courses that get you there.

Back to this track

Educational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.