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