PPT-Tax-Wise Charitable Giving

Leveraging Your Clients Philanthropic Impact Through AssetBased Charitable Gifting Strategies Sioux Falls Estate Planning Council November 12 2015 Presented by Michael J Occhipinti MBT. “The Future of . Taxwise. Philanthropy”. NCF Raleigh Plan to Give Conference . September 25, 2014. Don Etheridge, JD, . LL. M. , CPA. Gift Planning Attorney. National Christian Foundation. Grow giving by converting tax dollars to giving dollars. . Overview and Magnitude. Russell James, J.D., Ph.D., CFP®. Director of Graduate Studies in Charitable Planning Texas Tech University. Planned giving: Any charitable giving other than a simple, immediate gift of money to charity. Often involves tax and legal planning.. Opening of Sick Bay and Counseling Area. At The SVG Community College Division of Technical & Vocational Education. Thursday 6. th. October, 2011 . Student Entertaining Attendees . Remarks by Mr Osborne Bowens Dean of the Division of Technical and Vocational Education. Susannah Weis Frigon, CFP. . Vice President, Investor Relations. Why Endowments? . From Your Perspective. Perpetual support of mission and vision. Reliable, quantifiable income stream. Ability to handle planned gifts. . Making us . Poorer. ?. The Benefits and . Costs of . Donor Advised Funds. James Andreoni. Univ. of California, San Diego. and NBER. What is a donor advised fund? . why should you care?. What was the biggest Charity in America . 11. th. Annual Tax and Estate Planning. Seminar for Professionals. . “The Good Giver: An Exploration of Tax-Wise Charitable Giving” . Suzanne Shier. Wealth Planning Practice Executive and. Chief Tax Strategist/Tax Counsel. A. Abigail Payne. Director & Ronald Henderson Professor. Why study charitable giving?. 1. Social Media is Changing the Face of Giving. Ice Bucket Challenge. Started in 2013 as “cold water challenge” …2014: Golf Channel: Live “Ice Bucket Challenge” ... This led to high profile personalities Justin Bieber to George W. Bush. Introductions/Overview. Today’s Session: . Reflections on giving. 5 Generations– overview. Discussion . Wrap-up. Reflections. What kinds of causes do you support?. What captures your attention/motivates you to give?. Agency Phone number. Contact email. Agency Street Address. City, State, Zip Code. Agency . Name. ALR1704 9/17. The Social Capital Concept. Planned Giving Techniques. Specific bequests of qualified plan assets . Martha’s vineyard nonprofit collaborative: WHAT, How, WHY: tax issues and compliance January 11, 2019 FILINGS REAL PROPERTY TAX EXEMPTION TO PROPERTY TAX WHAT IS A CHARITABLE ORGANIZATION HOW TO RECEIVE REAL ESTATE TAX EXEMPT STATUS Tax Credit Scholarships ADD SCHOOL NAME Save the day for a student and save on your taxes! A tool to help students access a ADD SCHOOL NAME education Indiana School Scholarship Tax Credit Program INSERT SCHOOL LOGO HERE June 2, 2015 Catholic Charities and the Archdiocese of Chicago 11 th Annual Tax and Estate Planning Seminar for Professionals “The Good Giver: An Exploration of Tax-Wise Charitable Giving” Suzanne Shier 4 4 4 4 4 4 theirexemption under certainsectionsof the Internal Revenue Code (IRC). Texastaxlawprovides anexemption fromsalestaxesongoods andservicespurchased forusebyorganizations exemptunder Sectio !. Charitable Planning. August 5, 2021. Laura T. Godine. Director of Wealth Planning. Eaton Vance WaterOak Advisors. This material should not be considered legal or . tax . advice from the presenter or her employer, Eaton Vance .