Product Description

Charitable giving is a long-standing and important tradition in America. For many Americans who give to charity, the benefits are twofold—charitable gifts allow us to support causes that are important to us while reducing our taxes. Our panel of experts discusses what may motivate a client to give to charity, including philanthropy, legacy, estate planning and/or tax advantages. The panel also reviews the charitable deduction and the considerations that should be kept in mind when deciding on the type of property to give to charity. Finally, the panel provides an overview of various charitable giving vehicles, and how to choose and structure the technique to achieve your client's charitable goals.

Agenda & Materials

• 9:30 - 9:40 am

  Reasons for Charitable Giving

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  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  
• 9:40 - 9:50 am

  What Kinds of Property Can Be Gifted to Charitable Organizations?

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  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  
• 9:50 - 9:55 am

  Best Practices for Performing Due Diligence on Potential Grantees

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  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  
• 10:00 - 11:20 am

  Charitable Giving Vehicles

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  • Direct gifts to public charities
  • Private foundations, including operating foundations, and an overview of the self-dealing rules and excess business holdings rules
  • Donor advised funds, including gifts of illiquid/ hard-to-value assets
  • Charitable gift annuities
  • Split-interest charitable trusts

  Kristin T. Abati, Esq., Choate Hall & Stewart LLP , Boston
  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  Courtney N. Carr, Esq.,
  Christina S. Dawson, Esq., Nutter McClennen & Fish LLP/Library
  
• 11:20 - 11:30

  Key Takeaways

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  Panel
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty