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DuPage Foundation | Winning Charitable Strategies for a Shifting Landscape
Effective charitable planning is never easy. Factor in the lingering effects of a global pandemic, an uncertain economy, and the possibility of tax reform and new legislation affecting donor-advised funds and private foundations, and the task becomes even more challenging.

Fortunately, you don’t have to navigate these uncertain waters alone. Join us for a lively, interactive conversation, as we discuss potential changes in the law that may be on the horizon, where they stand in terms of their implementation, and effective strategies you can use to ensure that your charitable goals are accomplished.

Specific topics to be discussed include:

- Proposed tax law changes

- Proposed legislation to revise the rules for contributions to and distributions from donor-advised funds and private foundations (The Accelerating Charitable Efforts (ACE) Act)

- CARES Act charitable giving incentives extended through 2021

- Savvy year-end giving strategies

- Effective ways to create a charitable legacy for your community and favorite causes

Oct 6, 2021 03:30 PM in Central Time (US and Canada)

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Speakers

Katrina Pipasts, CSPG
National Director of Planned Giving Services, Northern Trust
Katrina Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs. Katrina joined Northern Trust in 1998 and spent six years as a senior equity index portfolio manager overseeing a team of portfolio managers managing pension, foundation and endowment assets in customized equity index portfolios. Katrina received her B.S. degree in mathematics and statistics from the University of Western Ontario and her B.B.A. in accountancy from Western Michigan University. Katrina earned her Certified Specialist in Planned Giving (CSPG) designation at the American Institute for Philanthropic Studies at California State Long Beach.
Kenneth Little, JD
Associate Tax Counsel, Northern Trust
Kenneth works diligently to keep clients and colleagues up-to-date on leading tax planning strategies and wealth transfer techniques. Before joining Northern Trust, Kenneth was Tax Associate at Grant Thornton LLP where he advised national clients on implementing new accounting standards, assisted senior management on executive compensation issues and guided nonprofit organizations with various tax matters. Kenneth graduated from Howard University with a Bachelor of Business Administration in Finance. He earned his Juris Doctor from Loyola University Chicago School of Law. He is a member of Omega Psi Phi Fraternity, Inc. Through his involvement with the Northern Trust Community Involvement Committee of the Advancing Professionals Resource Council, Kenneth interfaces with leaders of Chicago charitable organizations on programming and sponsorship opportunities.
Michael Sitrick, JD, CFRE
Executive Vice President for Advancement, DuPage Foundation
As executive vice president for advancement, Mike works closely with individuals, families, businesses, and their advisors to help them plan and accomplish their charitable goals. His areas of focus include donor-advised funds, community and not-for-profit endowments, charitable gift annuities, and gifts of cash and appreciated assets such as stock, mutual funds, retirement assets (including IRA QCDs), insurance, real estate, and closely-held business interests. Mike graduated from from Millikin University with a degree in Business Management and earned his Juris Doctor from Loyola University. He is an active member of the DuPage County Bar Association, a board member of the DuPage County Estate Planning Council, a past president and board member of Suburban Chicago Planned Giving Council, a past board member of the West Suburban Philanthropic Network (WSPN), and a current member of the Chicago Council on Planned Giving.