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