Plan to Give 2020 Online Series

Professional Advisors understand the importance of helping individuals and families make informed decisions about managing their wealth and leaving a legacy for generations to come.

Join us for a 3 part online series where you will gain valuable insights around charitable giving strategies from experts including NCF Gift Planning Attorneys. Network with like-minded Christian professionals and help us expand the generosity movement in the Chicago region.


Past courses


Session 1: Legacy By Design: Charitable Overlays for Advanced Estate Planning Strategies


Date: Tuesday, May 12, 2020
Time: 11:30am-1:00pm

For many of our clients, the ultimate “win” for effective estate planning is to achieve tax-efficient wealth transfer aimed at accomplishing their personal and philanthropic impact goals. By integrating strategic philanthropic granting structures into traditional family wealth transfer planning, your clients can effectively convert tax dollars into funding dollars for their charitable family legacies. 

This session discusses ways to leverage charitable tools to enhance traditional advanced strategies such as Irrevocable Life Insurance Trusts, Family Limited Partnerships, and Installment Sales to Intentionally Defective Grantor Trusts.

CFP CE and MCLE credit available for this free online course.


Session 2: Charitable Planning with Business Interests in an Uncertain Economy


Date: Tuesday, June 9, 2020
Time: 10:00am-11:30am
CST

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.

CFP CE and MCLE credit available for this free online course.


Session 3: Charitable Planning with Private Equity & Hedge Fund Assets


Date: Tuesday, July 21, 2020
Time: 1:00pm-2:30pm CST

Private equity and hedge fund investments 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 strategic opportunities available for giving these sophisticated investments to fund an owner’s charitable giving goals.

Attendees will learn:

  • How private equity and hedge fund investments are frequently structured along with an overview of common financial waterfall arrangements.
  • How to capture multiple tax savings when charitably giving various ownership interests and carried interests in hedge fund and private equity investments.
  • How gifting income-generating investments can be used to optimize charitable goals and investment goals even long before an investment liquidation is contemplated.
  • Strategies for minimizing transaction challenges such as:
    • partial interest gift avoidance – IRC §170
    • unrelated business taxable income (UBTI) – IRC §512
    • excess benefit transactions (EBT) – IRC § 4958
    • excess business holdings (EBH) – IRC §4943

Learning Objectives:

Attendees will learn how to identify and recommend effective charitable giving opportunities for their philanthropic clients who own private equity and hedge fund investments in order to help these clients maximize their charitable giving goals.

CFP CE and IL MCLE credit will be available for this free online course.