Plan to Give: Live Webinar Series

As we maneuver through this post-COVID “new normal”, the NCF team appreciates the complexities you have to manage. We are here as a backstop as you help your generous clients leverage our tax laws to creatively support their favorite causes. Using a case study approach, attendees will learn to identify opportunities that enable their clients to achieve their philanthropic goals through tax-leveraged use of asset-based gifts of both real estate and ownership in closely-held business entities. 

You can expect to increase your knowledge and understanding of the myriad of technical issues to navigate when advising clients on how to successfully position and complete asset-based gifts.  We will discuss income tax deduction rules, unrelated business taxable income, unrelated debt financed income, assignment of income issues, self-dealing prohibitions, private benefit prohibitions, and excess business holding rules.  There will also be a discussion regarding the world of faith-based Impact Investments, giving you a more complete understanding of how that mechanism can be a very effective investment and giving strategy for your clientele.

This live webinar was delivered on April 19th, 2020. 
In case you missed it, you can view the recording below. Use password #Generosity!

For more information please contact: Karen Outlaw