Search results for:
No result found! Try with different keywords!
The event you are looking at is a past event. Check out this upcoming event Cannon Estate Planning Lunch & Learn happening on Tue Oct 23 2018 at 11:30 am at Oklahoma City Community Foundation, 1000 N Broadway Ave, Oklahoma City, United States

Cannon Estate Planning Lunch & Learn


Cannon Estate Planning Lunch & Learn

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/.

You may also like the following events from Oklahoma City Community Foundation:

Also check out other Nonprofit Events in Oklahoma City.

Liked this event? Spread the word :

Map Oklahoma City Community Foundation, 1000 N Broadway Ave, Oklahoma City, United States
Loading venue map..
Event details from Report a problem

Are you going to this event?


Oklahoma City Community Foundation
Create an Event