200 Transferring Values Through the Transfer of Valuables

200 Transferring Values Through the Transfer of Valuables

Finance & Business | Available (Membership Required)

701 Briarcliff Avenue Oak Ridge, TN 37830 United States
F-112
Tuesday, June 16, 2026 (one day)
1:00 PM-2:30 PM EDT on Tue

200 Transferring Values Through the Transfer of Valuables

Finance & Business | Available (Membership Required)

Through this presentation you will see how charitable estate planning can allow you to leave a legacy of values through your estate planning. We will begin by discussing a few estate planning concepts that will help you understand the need for planning and how things can often go wrong without proper planning and understanding of how the plan works. We will then discuss some ideas that we can use to integrate charitable giving into the broader estate plan. We will then conclude with examples of how charitable estate planning can accomplish your goals through the transfer of your valuables.

Jeremy Pharr

Jeremy Pharr, JD, serves as President of the Charitable Estate Planning Institute 501 (c)(3).  The institute offers top-level education on charitable estate planning for development staff, gift planning officers and professional advisors.