NEW TIME: Charitable Planning and Family Philanthropy: What You Need to Know Now
Join the Maine Community Foundation and the Maine Philanthropy Center for this continuing education program for attorneys, accountants, trust officers, and financial advisors in philanthropy and family foundation directors, trustees, and staff.
Kathryn Miree, president and primary consultant for Kathryn W. Miree & Associates presents this two-part, two-hour program featuring:
The Top Five Charitable Planning Ideas for the Current Environment
Charitable gift planning strategies have changed dramatically as fewer individuals are exposed to estate and gift tax, and more are experiencing the pain of higher tax rates, the ACA tax, and the return of the Pease limitations. While donors are continuing to give, they are seeking ways to maximize results. How do you identify charitable giving options that best fit the needs of your clients in this rapidly changing environment?
Seven Options in Family Philanthropy
More than 19% of high net worth families in the country have family foundations. Yet most of these foundations are less than $1 million in size and are burdened with administrative rules and taxes. What do you offer the client who is interested in creating an institutional form for generational philanthropy, especially after the changes in private foundations, supporting organizations, and donor advised funds under the Pension Protection Act of 2006 and the rulings that have followed.
2 CLE AND CPE credits anticipated
Maine Philanthropy Center
USM Glickman Family Library, PO Box 9301, Portland, Maine 04104-9301
(207) 780-5039 / mpc@mainephilanthropy.org