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Description
Estate
planners should help clients determine their philanthropic goals and develop
the most effective strategies to attain those goals. This includes identifying the target donee(s)
and ensuring that gifts, bequests and distributions will be tax-efficient and
in amounts, at times and for purposes consistent with the donor’s wishes. In addition, charitable organizations,
assisted by their advisors, should strive to identify and avoid traps that may
hinder pursuit of their mission. We will
address the following issues:
- Special issues related to impact investing
- Choosing the “right” vehicle by which to confer benefits on a charity
- Mechanics and benefits of directing retirement assets to charity
- Contemporary concerns of tax-exempt charities
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
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