Speakers: Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. Sponsor: Peak Trust Company Course Description: Join us for an educational webinar on “Estate Planning and Charitable Giving Strategies.” This webinar will discuss: The intersection of charitable giving and estate planning including income tax and state estate tax reduction. How one can obtain the full benefit…
Course Description: Charitable giving will be hit hard by the new tax law. Estimates are that donations might drop by $14 Billion because of the Tax Cut Jobs Act of 2017. How did the new law change charitable giving? What planning strategies should average donors, wealthy donors, and ultra-high net worth donors pursue? How should development…
Charitable Giving: Charitable gifts can be made in many ways including: Planned gifts: insurance, payouts over time, bequests and more.
Charitable Giving: Negotiate a donor agreement.
The end of the year is coming soon. With year end planning often comes consideration of final charitable contributions and planning for their tax benefits. While most folks are not happy with the economy and most have not recovered from the market meltdown and recession, there may be an inclination to overlook or pass on…
We are a group of retirees who pay $15 a year for dues, about 125 members. we have 4 meetings a year, a summer cookout and a Xmas party. we also buy flowers when a member passes away. assets are about $3000. Should we be a charitable trust or a corporation?
Forming a Charity: How do I form an unincorporated association for a charitable purpose. Total annual income of $5000 or less.
My organization is trying to put a financial assistance program in place. We don’t have definite figures, but I anticipate needing about $100,000 per year to fully fund the program. What is the best way to fund this – an endowment maybe? Based on what is needed per year, what is the base amount that…
The prospective donor I am speaking with is age 78, and is living with Multiple Sclerosis. His wife is age 70+ and suffers from Alzheimer’s disease. They have two adult sons with families of their own. The donor has informed us that his long term goal is to leave the National Multiple Sclerosis Society somewhere…
We have a volunteer that lost her husband to complications of Multiple Sclerosis last year. She has indicated through direct mail that she plans to leave our organization in her will. She is moving on with her life but remains involved. I need to make a visit – should I mention her estate?