[VIEW ALL COURSES](https://www.alfi.org/courses/)


## Course Overview


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.


## Credit Types:


![IRS Provider Logo Continuing Education](https://www.alfi.org/wp-content/uploads/2026/08/Layer_1.png)


![National Registry of CPE Sponsors](https://www.alfi.org/wp-content/uploads/2026/08/image-1.png)


EARN 1 CE CREDITS


EARN 1 CPE CREDITS


DURATION: 1 Hour


![](https://www.alfi.org/wp-content/themes/alfi/assets/images/instructor-bg-3.png)


![Headshot of Jake Polivka](https://www.alfi.org/wp-content/uploads/2026/06/Jake-500x500-upscale.png)


Jake Polivka


Estate Director


[VIEW COURSES](https://www.alfi.org/instructor/jake-polivka/)


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