Selecting the appropriate charitable vehicle requires more than understanding the tax rules – it requires evaluating a client’s goals for control, flexibility, governance, family involvement and long-term philanthropic impact. This session compares donor advised funds, private foundations and supporting organizations, highlighting the tax, legal, and administrative considerations associated with each. Through practical planning scenarios, advisors will gain a framework for identifying the most effective charitable vehicle based on a client’s unique objectives and planning opportunities.
Speaker:
- Elinor Ramey, Partner; Chair, Exempt Organizations, Lowenstein Sandler LLP
Time: 8 a.m. ET
Location: The Associated Headquarters, 5700 Park Heights Avenue, Baltimore, MD 21215
*This event is open to the public but requires a registration fee.
