Jane Peebles

 

Help! My client wants to fund an orphanage in India. Where do I even start? My university wants to raise money from Korean alumni. Can those foreign donors deduct their gifts? In this session, we will seek answers to those and many other mysteries of international philanthropy by examining the rules that apply to grants by U.S. charities for use abroad. Special emphasis will be given to obtaining tax-exempt status for U.S. entities that will make grants abroad, complying with rules governing grants abroad by U.S. nonprofits, and nonprofit compliance with the IRS anti-terrorist financing guidelines. The session will also cover how to maximize tax benefits for foreign donors to U.S. charities. Ms. Peebles will offer both technical rules and “nuts and bolts” strategies for the practitioner.

 

CFRE: Approved for 1 point

CAP: Approved for 1 PACE credit