Join us at this Kitces Monthly webinar where PIMCO’s Head of Advisor Education, John Nersesian, will discuss the nuances of various charitable giving strategies and provide an update on current trends in charitable giving and how to engage with clients on discussions around family philanthropy. In this webinar, advisors will learn:
- How the SECURE Act 2.0 affects charitable giving strategies
- The mechanics of charitable trusts (CLT, CRT, CRUT, CRAT)
- How to convert a private foundation into a donor advised fund
- And much more!
