Title: Troublesome Gifts, Ethics and the IRS  - Oh My

Presenter: Kent Weimer 

Webinar Description: Sometimes gifts come with legal, ethical or institutional complications. Come explore troublesome gifts and how to prepare yourself to handle them when they appear. The speaker has personally dealt with some of these cases. Some are ripped from the headlines, and others are taken from Tax Court cases. Many of the case studies will demonstrate how treasury regulations, when not followed, may lead to the donor losing the charitable deduction. We will explore all of these real-life case studies in an interactive manner that includes an open dialogue about the dilemmas presented, possible solutions and the impact on the donor and the charity. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Speaker Bio: Kent Weimer is the Director of Trusts, Estates and Gift Planning at Parkland Foundation. He works with donors and their advisors on estate gifts, endowments and non-cash assets. His expertise in fund development comes from 40+ years of experience in healthcare, higher education, international healthcare and social service organizations. Kent has been actively involved in CGP for over 20 years, including leadership roles at the Chicago and Dallas Councils, and is past chair of the national CGP board. He is on the board of governors of the Dallas Estate Planning Council and is a volunteer facilitator for local Chartered Advisor in Philanthropy® study groups. Kent also is a gift planning specialist with the consulting firm Fablanthropy.

Pricing for individuals: $35 for members (log in to see member pricing); $79 for non-members Not yet a member? Join today and access member discounts.

Pricing for groups: $149 for councils; $209 for organizations The group host will receive one Zoom access link. [Group webinar FAQs]

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Tuesday, June 25, 2024 - 01:00