Charitable Planning – Income Tax Considerations – Part 1

Speakers: Martin Shenkman and Robert S. Keebler

Sponsors: National Multiple Sclerosis Society

Income tax considerations for charitable planning. Part 1 discusses tax deductions for donations, donating appreciated stock, using a power of attorney to make donations when incapacitated, donating life insurance policies and a brief discussion on the SECURE ACT and the use of CRTs for IRA donations.

Handout

PowerPoint One Slide Per Page