Advanced Charitable Planning Seminars

Don’t miss out on these upcoming seminars!


Advanced Charitable Planning Tools – June 25 from 4:30-6:00pm

Using a case study approach, attendees will learn to identify opportunities to counsel clients on how to achieve their unique philanthropic goals through the tax-leveraged use of various tax-exempt, charitable grant-making entities.  Specifically, attendees will learn the comparative differences for when and how to use supporting organizations, private foundations and donor advised funds to accomplish their clients’ charitable grant-making goals.  Attendees will also increase their knowledge and awareness of the myriad of technical issues to navigate when advising clients on how to successfully create and administer their tax-exempt grant-making entities, including but not limited to:

  • Tax-exempt status requirements
  • Income tax deduction rules
  • Unrelated business taxable income
  • Self-dealing concerns
  • Assignment of income issues
  • Excess benefit transactions
  • Investment requirements and more

The 1 hour presentation includes Case Study Application.
CLE and CFP Credit available.
Presented by Jeanne McMains, JD, VP Gift Planning at National Christian Foundation

RSVP at http://bit.ly/june25seminar

The Generous Business – June 26th from 7:00-8:30am

Non-liquid assets, including private closely-held businesses, are often overlooked as a source of charitable giving.  This seminar will examine the technical considerations, the tax and legal aspects, as well as the opportunities that arise when business interests and other non-liquid assets are used to fund charitable gifts.

Attendees will learn:

  • How to capture multiple tax savings when gifting business interests to charity including S-Corps, C-Corps, LLCs and partnerships.
  • Strategies for maximizing charitable giving as part of a larger business succession plan, while minimizing transaction challenges such as UBTI, excess business holdings, and controlling vs. non-controlling interests.
  • The difference between using a Private Foundation and Donor-Advised Fund for (family or corporate) grantmaking and philanthropy.
  • How gifting income-generating assets or business interests can be used to fund charitable endeavors optimizing charitable goals, business goals, and transition planning even long before a sale is contemplated.

The 1 hour presentation includes Case Study Application and will be followed by 15 minutes of Q&A.
CLE and CFP Credit available.
Presented by Jeanne McMains, JD, VP Gift Planning at National Christian Foundation

Hosted by Orchard Ministry Development
1301 South Grove Avenue, Barrington, IL 60010
847.852.2203

RSVP at http://bit.ly/thegenerousbusiness