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Donor Advised Funds and Charitable Remainder Trusts

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Price

$29.95 for Member
$64.95 for Non-Member
$0 for Unlimited On Demand CLE Pass

60 minutes
Date Published

September 10, 2025

Publisher

Minnesota State Bar Association

Subjects

Solo and Small Practice Experience

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 612-333-1183 (M-F, 8:40 am - 4:30pm CT) or e-mail customer service.

Summary

Charitable giving is more than generosity - it’s a powerful planning tool that can reduce taxes, provide income, and simplify estate plans while supporting the causes your clients care about. This session will explore strategies such as donor advised funds and charitable remainder trusts, highlighting how they can strengthen tax, estate, and philanthropic outcomes. We’ll also discuss why weaving charitable conversations into your law practice builds deeper client relationships, engages the next generation, and differentiates your services in a competitive marketplace. 

535281

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Presenters

Mariah Brook
Director of Gift Planning - Saint Paul & Minnesota Foundation


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Donor Advised Funds and Charitable Remainder Trusts - Video
Downloadable Files
Donor Advised Funds and Charitable Remainder Trusts - Slides
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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