Charitable Gifts: Insights, Issues, and Opportunities for Professional Advisors

The Arizona Community Foundation of Gila Valley invite you to attend a free educational session for professional advisors. Hear from Jonathan G. Tidd, Esq. and Judith Smith, CFRE.

Discussion topics will include:

Charitable Gift Planning Review review your insights into charitable remainder trusts of several stripes, including assets for funding and those clients with assets to small to merit a charitable trust, but could benefit from the deductions and partially tax-free income of a charitable gift annuity.

Update, Cases, and Problems in Charitable Gift Planning exploring examples of a charitable trust, utilizing a remainder interest in real estate, gift dating issues and thorny issues you're likely to confront.

Charitable Gift Planning from a Charity's Perspective offer some ecenarios regarding working with your favorite nonprofits to keep them - and your client - happy and legal.

Lunch will be provided beginning at 11:45 a.m. and the seminar will begin at 1:00 p.m.