Print Page | Contact Us | Report Abuse | Sign In | Join/Renew
Pittsburgh Chapter Educational Event - Charitable Planning
Tell a Friend About This EventTell a Friend
Pittsburgh Chapter Educational Event - Charitable Planning

Pittsburgh Chapter Educational Event

3/27/2019
When: Wednesday, March 27, 2019
8:30 am - 11:00 am
Where: American Cancer Society Offices
320 Bilmar Drive
Pittsburgh, Pennsylvania  15205
United States
Contact: Pittsburgh Chapter of Society of Financial Service Professionals
412-655-4447

« Go to Upcoming Event List  

Benefits of Donating Complex Assets to Charity and Charitable Planning 101

March 27 @ 8:30 am - 11:00 am

Benefits of Donating Complex Assets to Charity

Presented by Michael Hoffman, Senior Relationship Strategist, PNC Wealth Management

Donating different types of illiquid assets to charity through a donor advised fund requires diligence and a strong partnership with a donor advised fund program. There are certain client situations where it is important to bring up the ability to donate complex assets to charity. If the client is charitably minded, this is a tremendous win for both the client and the charities that will be supported.

1 CFP, 1 CLE, 1 CPE and 1 PA insurance credit pending.

Charitable Planning 101

Presented by Nicole L. Phatak, Esq, Senior Counsel, Cohen & Grigsby, P.C.

This presentation will cover basic estate planning concepts involving charitable gifts. We will discuss the basic estate planning process including Wills, Revocable Trusts, and gifting through Powers of Attorney. We will also explain the benefits of non-monetary gifts of assets and charitable planning for retirement plans. This presentation will also discuss charitable planning in light of the new federal tax laws.

1 CFP, 1 CLE, 1 CPE and 1 PA insurance credit pending.

For more information or to register, click here.

 

Partners of FSP