Charitable Giving: Seeking the Perfect Match Between Donor and Donee

Date: Tuesday, March 27, 2018
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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



Registration will close at 5 pm on Thursday, March 22nd.  Please register if you will attend.  Thank you!

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