Mapping Out Charitable Giving Plans
Motivations, selection of property types, giving vehicles and structure
- Product Number: 2230038P01
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Charitable giving is a long-standing and important tradition in America. For many Americans who give to charity, the benefits are twofold—charitable gifts allow us to support causes that are important to us while reducing our taxes. Our panel of experts discusses what may motivate a client to give to charity, including philanthropy, legacy, estate planning and/or tax advantages. The panel also reviews the charitable deduction and the considerations that should be kept in mind when deciding on the type of property to give to charity. Finally, the panel provides an overview of various charitable giving vehicles, and how to choose and structure the technique to achieve your client's charitable goals. -
Agenda
Agenda & Materials
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9:30 - 9:40 am
Reasons for Charitable Giving
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
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9:40 - 9:50 am
What Kinds of Property Can Be Gifted to Charitable Organizations?
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
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9:50 - 9:55 am
Best Practices for Performing Due Diligence on Potential Grantees
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
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10:00 - 11:20 am
Charitable Giving Vehicles
on demand video Add to Cart- Direct gifts to public charities
- Private foundations, including operating foundations, and an overview of the self-dealing rules and excess business holdings rules
- Donor advised funds, including gifts of illiquid/ hard-to-value assets
- Charitable gift annuities
- Split-interest charitable trusts
Kristin T. Abati, Esq., Choate Hall & Stewart LLP , Boston
Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Courtney N. Carr, Esq.,
Christina S. Dawson, Esq., Nutter McClennen & Fish LLP/Library
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11:20 - 11:30
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- Faculty