Learn about different charitable giving vehicles, including the use of program-related investments.
Jun 02, 2022
NASBA Field of Study
Charitable giving is a dynamic topic that impacts donors and nonprofit organizations alike. Everyone can benefit by creating charitable giving plans and finding ways to maximize the tax benefits. In this workshop, learn about different charitable giving vehicles, including the use of program-related investments by private foundations, private operating foundations, donor-advised funds, and others, and the benefits and drawbacks of each. We will discuss nonprofit organizational structures and charitable giving trusts, and the types of assets that can (but sometimes shouldn't) be contributed to each.
Ofer Lion, Co-Chair of ABA Section of Taxation, Subcommittee on UBIT, Partner, Seyfarth Shaw LLP
Chérie Williams, CPA, Tax Manager, Moss Adams
View the complete list of Pre-Conference Workshops available for the 2022 AICPA & CIMA Not-for-Profit Industry Conference.
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