The monthly education series from the Cannon Financial Institute is offered free by the Oklahoma City Community Foundation and provides attorneys, financial planners, CPAs, trust officers and other estate planning professionals an opportunity to connect and collaborate about current wealth management and estate planning topics while earning continuing education credits.
Mar. 27: Charitable Giving: Seeking the Perfect Match Between Donor and Donee
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes. In addition, charitable organizations, assisted by their advisors, should strive to identify and avoid traps that may hinder pursuit of their mission. We will address the following issues:
- Special issues related to impact investing
- Choosing the “right” vehicle by which to confer benefits on a charity
- Mechanics and benefits of directing retirement assets to charity
- Contemporary concerns of tax-exempt charities
Register online at http://occf.org/epregistration