Why attend?

Get an up-to-date review of issues relating to philanthropy and charitable giving. This year's conference focuses on advanced topics including private foundations, annuities, donor advised funds, and supporting organizations. The conference is tailored to lawyers and other professionals who advise donors and families on issues relating to charitable giving.

The experienced faculty focuses on planned giving issues and the principles of planned giving, including recent developments in this area. Included are selected topics of interest to those who counsel donors.

A portion of the program is devoted to charitable planning involving grandchildren, including an overview of charitable remainder trusts, an overview of charitable lead trusts (and why they are not generally a great option for grandchildren), how to involve grandchildren in the family foundation, and how to involve grandchildren in donor-advised funds.

You are also briefed on changes facing private foundations: are they still the vehicle of choice for high net worth donors? What does the future hold?

In addition, there is a segment on conservation restrictions and estate planning for family lands.

Receiving charitable gifts requires a great deal of care and analysis on the part of tax-exempt organizations. The conference examines the impact of nontraditional gifts, such as land, on tax-exempt organizations and also explores how lawyers can best advise their clients when they stand to receive such gifts.

Carolyn Osteen on Recent Developments in Charitable Giving

One of the nation's most sought-after speakers addresses current issues in public charities, private foundations, supporting organizations, donor-advised funds and everything else in between. Attorney Osteen's practice focuses on exempt organizations, including representation of a numbeer of college, universities, museums, and hospitals. She speaks regularly on issues of charitable giving and tax and corporaate problems of tax-exempt orgainizaition. Ms. Osteen is the co-author of the "Harvard Manual - Tax Aspects of Charitable Giving" recently published in its 8th Edition as well as co-athor of the BNA portfolio, "Charitable Consributions for Corporations." She is also immediate Past Chairman of the Exempt Organizations Committee of the American Bar Association, Tax Section, Past Chairman of the Exempt Organizations Committee of the Boston Bar Association and a Director of the American Tax Policy Institute. She is a graduate of Wellesley College and Duke University School of Law.

Agenda and written materials