Jonathan Tidd

 

Bring everything you've learned at the conference, and in your work, to this session. Jon Tidd will challenge you with questions about tricky tax and legal aspects of gift planning that you need to know well. 

 

Ramsay Slugg

 

Well-intentioned gifts to charity may produce unexpected bad results, for both the donor and the charity. Increasingly complex investment and compensation structures often disguise the true nature of an asset, leading to a reduced charitable deduction for the donor, and unexpected tax consequences for the charity. Learn how to recognize, and avoid, these problems.

 

Learning Objectives: 

Justin Miller

 

Phil Cubeta, Steven Meyers & Tim Belber

 

Jon Heintzelman

 

Jane Peebles

 

Michael Bourland

 

Lynn Lerardi

 

Kathryn Miree

 

Judi Cantor