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Charitable Giving Strategies: How to Incorporate Generosity into Your Estate Plan

Thursday, August 27, 2026 · 12:30 p.m.  |  Eastern Time (US & Canada) (GMT -4:00)

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Presenter
1780343398-b2b0a48c4727989e
Jake Polivka
Estate Director
Jake Polivka is the Estate Director at Frost Law and is equipped with a strong foundation in Estate & Trust Planning and Administration. A graduate of the University of Maryland Carey School of Law and University of Maryland, College Park, Jake is well-versed in navigating the complexities of estate planning. He is licensed to practice in Maryland and the District of Columbia. His commitment to the community is evident through his involvement with the Maryland Pro Bono Resource Center's Estate Planning clinic and membership in the Baltimore Estate Planning Council.
About
Program Field of Study: Taxes
Program Level: Basic
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None
IRS Program Number: JWRXB-T-00024-26-O

Generosity and smart estate planning go hand in hand. This session explores practical strategies for incorporating charitable giving into your estate plan, helping you support the causes you care about while maximizing tax benefits for you and your heirs.
Agenda
  • Identify the primary charitable giving vehicles, including: donor-advised funds, charitable remainder trusts, and charitable lead trusts, and understand how each functions within an estate plan.
  • Explain the tax advantages of charitable giving, including estate, income, and capital gains tax benefits.
  • Recognize tax-efficient giving techniques, such as qualified charitable distributions from IRAs and gifts of appreciated assets.
  • Evaluate which charitable strategies best align with their personal financial goals and philanthropic values.
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