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Practice Drills: Structuring a Tax Efficient Charitable Giving Plan

A practice-first course for high-net-worth individuals, business owners with complex income and family office teams who give seriously and want every rupee of it to work. You work through a set of sample donors and calculate the outcome yourself. First personal giving: the deduction across each donee category, the qualifying limit on adjusted gross total income, the old versus new regime decision, cash limits and matching your claim to the donee's statement. Then business and promoter giving: a company's CSR obligation, how CSR spend sits alongside a promoter family's personal giving, and the tax result of donating shares or property instead of cash. Then your own giving vehicle: when a family trust beats direct giving, and how to test a trust's books against the application and related-party rules that decide whether its exemption survives. The course closes with three full drills that build and review complete giving plans. Educational content only, not tax advice.

Charitable DeductionsQualifying LimitCSR ObligationDonations in KindCharitable TrustsGiving Plan Practice

MODULES

DURATION

~3 hrs

TRACK

Tax & Wealth Planning

What You'll Master

Compute the deduction on a donation for each donee category, with and without the qualifying limit

Calculate adjusted gross total income and apply the 10 percent qualifying limit correctly

Decide whether a large giving year changes the old versus new tax regime choice, with the numbers to prove it

Keep every claim defensible: cash limits, the donee's statement and a match against AIS

Calculate a company's CSR obligation and plan it alongside a promoter family's personal giving

Work out the tax result of donating listed shares or property instead of cash

Test a family trust's books against the application, accumulation and related-party rules

Build and review a full multi-year giving plan for an HNI, a business owner and a family office

Access Level

PRO

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: Setting Up the Drill

3 Lessons

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The Giving Plan Blueprint: Donor, Donee, Vehicle and Timing9 min read

Preview

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The Drill Toolkit: Donee Categories, Limits and Regime Rules on One Page11 min read

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Meet the Sample Donors: Four Givers, Four Tax Problems8 min read

Chapter 2: Drilling Personal Donations

4 Lessons

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Drill: Computing the Deduction Across the Four Donee Categories12 min read

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Drill: Applying the 10 Percent Qualifying Limit to Adjusted Gross Total Income12 min read

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Drill: Old Regime vs New Regime When You Give Heavily12 min read

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Drill: Cash Limits, the Donee Statement and Matching Your Claim to AIS10 min read

Chapter 3: Drilling Business and Promoter Giving

3 Lessons

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Drill: Computing a Company's CSR Obligation11 min read

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Drill: Planning CSR Spend Alongside a Promoter Family's Personal Giving12 min read

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Drill: Donating Listed Shares or Property Instead of Cash12 min read

Chapter 4: Drilling Your Own Giving Vehicle

3 Lessons

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Drill: Direct Giving vs Your Own Family Trust, a Cost and Control Comparison12 min read

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Drill: Testing a Family Trust Against the 85 Percent Application Rule13 min read

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Drill: Spotting Related-Party and Accumulation Traps in a Trust's Books12 min read

Chapter 5: Full Practice Drills

3 Lessons

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Full Drill: A Salaried HNI's Annual Giving Plan14 min read

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Full Drill: A Business Owner's Five-Year Philanthropy Plan15 min read

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Full Drill: Reviewing a Family Office Giving Plan Before Filing14 min read