April Monthly Program

and

Annual Member Meeting

"Troublesome Gifts, Ethics and the IRS - Oh My"

Kent Weimer, CAP(R)

Director of Trust, Estates & Gift Planning

Parkland Foundation

Description:

Sometimes gifts come with legal, ethical or institutional complications. Come explore troublesome gifts and how to prepare yourself to handle them when they appear. The speaker has personally dealt with some of these cases. Some are ripped from the headlines, and others are taken from Tax Court cases. Many of the case studies will demonstrate how treasury regulations, when not followed, may lead to the donor losing the charitable deduction. We will explore all of these real life case studies in an interactive manner that includes an open dialogue about the dilemmas presented, possible solutions and the impact on the donor and the charity. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Learning Objectives:

• Understand the treasury regulations for receipts and qualified appraisals.

• Learn how the IRS typically challenges deductions they believe to be overstated.

• Learn how well thought out and current gift acceptance policies and well-crafted gift agreements can help when presented with challenging situations, unusual gifts and meet donor intent while protecting the charity.

• Explore, through case studies, gifts that have created dilemmas for an organization or the donor and discuss opportunities to benefit the donor and the family as well as the charitable organization.

Program is Approved for one (1) hour of   CE credit

Program is Approved for 1PT  CE Credit

Huge Thank You to This Programs Sponsor!