• 1.0 NAPFA CE for viewing the program
• 1.0 CFP^® CE, plus 1.0 IAR CE if you submitted a CRD number, with completion of the associated CFP/IAR quiz (IAR CEs are not yet listed in the box at right but ARE available).

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Charitable giving isn’t just about generosity—it’s a powerful tool for financial and estate planning. This session explores a range of strategic charitable giving options, from annual gifting and Qualified Charitable Distributions (QCDs) to more sophisticated vehicles like Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Family Foundations. Learn how to help clients maximize their philanthropic impact while optimizing tax benefits, preserving wealth, and creating lasting legacies.

1. Identify and explain charitable planning strategies that provide income tax advantages for clients.

2. Analyze and differentiate charitable giving techniques to minimize estate tax burdens and enhance wealth transfer.

3. Evaluate and apply tax-advantaged giving strategies that align with clients' philanthropic goals and financial plans.

Financial Advisor and Senior Estate Planning Specialist with Wescott

Scott Levin is a Financial Advisor and Senior Estate Planning Specialist with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans, annual financial updates, and charitable and estate planning reviews, recommendations, and implementation. Scott’s expertise focuses on multi-faceted, comprehensive charitable and estate planning, along with additional financial and retirement matters.

Prior to joining Wescott, Scott was a Wealth Planning Associate at Asset Planning Services, Ltd. (APS). He began his career in the financial services industry in 1997, following several years working in tax preparation, planning, and research with a CPA firm. He brings more than 20 years of personal financial planning and estate planning experience, both at the Federal and State level, to Wescott.

A graduate of The Pennsylvania State University, Scott earned his Bachelor of Science degree in Accounting. Afterward, he received a joint J.D. and MBA degree from Villanova University.