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Advanced Charitable Giving and Tax Efficient Philanthropy Structures

A practitioner-level course on how serious philanthropy actually gets structured in India: which deductions survive scrutiny, when a private foundation makes sense over ad hoc giving, and how CSR, trust law and cross-border rules interact for HNIs, business owners and family offices.

Section 80G DeductionsCSR Under Section 135Charitable Trusts and Section 8 CompaniesSections 11-13 ExemptionFCRA for FoundationsFamily Philanthropy GovernanceSuccession Planning
MODULES
3
DURATION
4 Hours
TRACK
Tax & Wealth Planning

What You'll Master

How to claim Section 80G deductions correctly and avoid the documentation gaps that trigger scrutiny
How CSR obligations under Section 135 interact with a business owner's personal giving and 80G claims
When anonymous donations lose their tax shelter under Section 115BBC
How to choose between a trust, a Section 8 company and a society when setting up a giving vehicle
How 12A/12AB and 80G registration work for your own foundation, and why applications get rejected
How the Sections 11-13 exemption regime actually works, including the accumulation and related-party traps that void it
When receiving or routing foreign philanthropic capital triggers FCRA registration
How to govern family philanthropy across generations without single-founder dependency
How to fold charitable structures into succession and wealth transfer planning instead of treating them separately
Access Level
PRO
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown

The Tax Architecture of Giving

3 Lessons
โ–ถ
Section 80G in Practice: Beyond the Basic Deduction12 min read
Preview
๐Ÿ”’
CSR Under Section 135: What It Means for Business Owners11 min read
๐Ÿ”’
Anonymous Donations and Section 115BBC9 min read

Choosing and Running a Giving Vehicle

3 Lessons
๐Ÿ”’
Trust vs Section 8 Company vs Society: Picking the Right Structure13 min read
๐Ÿ”’
12A/12AB and 80G Registration for Your Own Entity12 min read
๐Ÿ”’
Sections 11-13: How the Exemption Actually Works14 min read

Family Office and Cross-Border Considerations

3 Lessons
๐Ÿ”’
FCRA Basics for Families and Foundations10 min read
๐Ÿ”’
Governance for Family Philanthropy11 min read
๐Ÿ”’
Philanthropy as Part of Succession Planning12 min read