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 the taxes. The 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.
Course Content
9:30 - 9:40 amReasons for Charitable Giving
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
9:40 - 9:50 am
What Kinds of Property Can Be Gifted to Charitable Organizations?
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
9:50 - 9:55 am
Best Practices for Performing Due Diligence on Potential Grantees
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
10:00 - 11:20 am
Charitable Giving Vehicles
Direct gifts to public charitiesPrivate foundations, including operating foundations, and an overview of the self-dealing rules and excess business holdings rulesDonor advised funds, including gifts of illiquid/ hard-to-value assetsCharitable gift annuitiesSplit-interest charitable trusts
Kristin T. Abati, Esq.,
Choate Hall & Stewart LLP, Boston
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
Courtney N. Carr, Esq.,
Choate Hall & Stewart LLP, Boston
Christina S. Dawson, Esq.,
Nutter McClennen & Fish LLP/Library
11:20 - 11:30
Key Takeaways
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairChristina S. Dawson, Esq.,
Nutter McClennen & Fish LLP/Library,
Faculty
Kristin T. Abati, Esq.,
Choate Hall & Stewart LLP, Boston
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
Courtney N. Carr, Esq.,
Choate Hall & Stewart LLP, Boston
