Donor Advised Funds: An Overview and Introduction to Advanced Gifting Strategies
What You Will Learn
- Attend this program to hear guidance on establishing a donor-advised funds (DAFs) and its benefits, the tax treatment of distributions and expenditures, and other key items that may impact gifting when estate and tax planning.
What You Will Learn
- Attend this program to hear guidance on establishing a donor-advised funds (DAFs) and its benefits, the tax treatment of distributions and expenditures, and other key items that may impact gifting when estate and tax planning.
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Price
$60
for CLE/CJE Credit - MEMBER (Philadelphia Bar Association)
$80
for CLE/CJE Credit - NON-MEMBER
$35
for NON-CLE Credit/ Law Student - Members (Materials Included)
$45
for NON-CLE Credit/ Law Student NON-Member
60 minutes
Date Published
August 15, 2024
Publisher
Philadelphia Bar Association
Subjects
Probate, Trusts & Estates Planning and Administration, Tax
Questions
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Summary
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Donor Advised Funds: An Overview and Introduction to Advanced Gifting Strategies
Program Originally Presented Thursday, August 15, 2024
This program will provide an in-depth overview of donor-advised funds (DAFs), reviewing the basic tax rules that apply to them and the benefits of using them. Panelists will examine recent developments to consider when recommending them to your clients and explore strategies for gifting illiquid assets, including interests in privately held companies, real property, and artwork.
Attend this program to hear guidance on establishing a donor-advised funds (DAFs) and its benefits, the tax treatment of distributions and expenditures, and other key items that may impact gifting when estate and tax planning.
Panelists:
Matthew J. Meltzer, Esq.
Shareholder, Flaster Greenberg PC
D. Deone Powell, Esq.
General Counsel and Chief Legal Officer
Vanguard Charitable
Noel A. Fleming, Esq.
Partner, Archer & Greiner, P.C.
0234ODV
Program Titles and Supporting Materials
This program contains the following components:
Media Files
Downloadable Files
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
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