Unlocking the Opportunity: Charitable Gifts of Complex Assets with Case Studies 

Learn how the Community Foundation for the Greater Capital Region can be your charitable partner in meeting the challenges of using complex assets to help your clients reach their philanthropic goals. This program is intended for professional advisors.

$125 registration includes 4.5 CLE/CPE credits

Program Agenda:

12:30 p.m.: Registration

 12:50 p.m.: Welcome - Amy O’Connor, Esq., Chair, Professional Advisor Steering Committee of the Community Foundation for the Greater Capital Region

1:00-2:00 p.m.: Expanding the Vision for Gifting of Complex Assets - Michael J. Cooney, Esq., Partner, Nixon Peabody, Washington, DC

2:00-2:40 p.m.: Charitable Trusts and Donor Advised Funds: Complex Rules for Complex Assets -  Louis W. Pierro, Esq., Founder/Principal, Pierro Law Group, LLC    

2:40-2:55 p.m.: Break

2:55-3:45 p.m.: Appraising Business Interests for Charitable Giving - Joseph Shannon, CPA/ABV, CVA, CFE, Partner, SaxBST, LLP

3:45-4:00 p.m.: Working with Your Community Foundation - Karen Bilowith, President and CEO, Community Foundation for the Greater Capital Region, and Michael J. Cooney, Esq.

4:00-4:45 p.m.: Case Study: Gifting S Corp Stock into a Donor Advised Fund - Michael J. Cooney, Esq., and Panel

4:45-5:00 p.m.: Q&A

Please note: if you are paying by check, please fill in your information normally on the registration page, then mail a check to the Community Foundation, 6 Tower Place, Albany NY 12203 (payment information will also display on registration page).Register Now!