Let’s Talk Philanthropy: A Three-Part Series*

Part 2: Flexibility Wins! Flexible Charitable Planning Strategies: Donor-Advised Funds, Charitable Remainder Trusts and Highly Appreciated Securities

For this Lunch & Learn, we welcome both professional advisors and donors!
One hour of Continuing Education Credit is approved for Certified Financial Planners (CFP) provided by FPA-CNY.
* You can attend one or all of the sessions. Each session is unique and does not build on previous sessions.

In this session we will:

Go over scenarios of how individuals and families can benefit from Donor-Advised Funds and Charitable Remainder Trusts by using highly appreciated stocks and other complex assets
Review Donor-Advised Funds (DAFs)
- How DAFs work to achieve charitable goals, provide tax benefits and make your giving easier
- What type of assets can and cannot be used to establish DAFs
- Private Foundations vs. DAFs
Cover Charitable Remainder Trusts (CRTs)
- How CRTs work to create an income stream during your lifetime, defer gains on the sale of appreciated assets, and provide a charitable deduction
- How CRTs can be used as a part of a client’s estate plan to support heirs and provide future benefits to charity(ies)
- How CRTs can be a substitute for the stretch provisions of IRAs that were eliminated by The Setting Every Community Up for Retirement Enhancement (SECURE) Act enacted on December 20, 2019

Panelists:

Ray Grimaldi, CPA, PFS, CFP, AEP, CVA, Senior Counsel, The Bonadio Group

Marie Norkett, CFP®, Wealth Manager, Capital One Investing

Rob Scolaro, Esq., Scolaro Law, PLLC

This is a free, virtual event held via Zoom. Please click the button below to register via Zoom.

Many thanks to our CE sponsor, The Financial Planning Association of CNY.