Posted: April 4th, 2022

identify and explain the recommended charitable gift planning technique, including a description of how the client would implement the technique (e.g., what documents might be needed) and what the ‌‍‍‍‌‍‍‌‌‍‍‍‌‍‍‍‍‌‍‍income, gift or estate tax consequences of the technique may be to the client

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Y‌‍‍‍‌‍‍‌‌‍‍‍‌‍‍‍‍‌‍‍our assignment is to prepare a client letter recommending one charitable gift planning technique that you believe fits the client’s stated goals based on the fact pattern provided. In your client letter, you should: • identify and explain the recommended charitable gift planning technique, including a description of how the client would implement the technique (e.g., what documents might be needed) and what the ‌‍‍‍‌‍‍‌‌‍‍‍‌‍‍‍‍‌‍‍income, gift or estate tax consequences of the technique may be to the client; • identify and explain how the charitable gift planning technique accomplishes the stated goals of the client, and if applicable, whether any stated goals of the client are not accomplished by the technique; and • identify and explain any potential disadvantages to the client from implementing the recommended charitable gift planning ‌‍‍‍‌‍‍‌‌‍‍‍‌‍‍‍‍‌‍‍technique

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