Transforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases
Photo/Video/Audio Release:
Photographs and videos of attendees are taken at CEPC programs. By registering for a CEPC program, you are giving CEPC permission to take your photograph or video/audio and use it with or without your knowledge and permission on CEPC promotional material including but not limited to our social media, publications, and our website.
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Join us for a compelling session where we dive into recent complex cases to transform assets into impactful charitable contributions. You'll work through real-life scenarios involving closely held companies, real estate with debt, and undivided interest donations, gaining practical insights on navigating intricate financial, estate, and tax considerations. Paul will bring his most challenging client cases to the table, fostering a collaborative environment to optimize gifts for the benefit of donors, their families, and charities. Additionally, we will discuss an estate planning/planned giving technique growing in popularity after the SECURE Act's impact on retirement plan assets, illustrated with real case studies. This session will equip you with actionable strategies to handle even the most complicated asset donations. |
“Please invite charitable organization's CEO's, Executive Directors, Directors of Development or other planned giving professionals for which such members serve on the board or otherwise supports or volunteer.”
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Special Information regarding Non-Profit Guests Non-Profit guests will be able to provide information on their organization. The non-profit guests are invited to attend both the CEPC Luncheon Program and its December Annual Networking/Charitable Event at the member rate. Special Instructions: Please email to info@cepcweb.org either a word or pdf document (8.5 x 11) to include:
CEPC will compile a listing of all the organizations’ descriptions and will email a copy to CEPC members. Deadline for email descriptions is due by Noon on Thursday, October 10th.
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