Understand the countless strategies that advisors can recommend to their clients to effectuate charitable giving. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
How Do I Give Thee? Let Me Count the Ways: Public Charities, Donor Advised Funds, Community Foundations, Private Foundations, 501(c)(4) Organizations, L3Cs, Benefit Corporations, B-Corps and Charitable LLCs
Understand the countless strategies that advisors can recommend to their clients to effectuate charitable giving. In addition to the traditional entities like public charities and private foundations, a number of new charitable vehicles that have gained popularity over the last decade will be discussed.
Jonathan W. Michael, Dykema Gossett PLLC, Chicago
Kevin M. Noonan, Much Shelist, PC, Chicago