Philanthropy Forum Webinars for 2023

Earn continuing education credits and keep informed on the latest developments in charitable giving and tax law as you learn from nationally-recognized experts. Philanthropy Forums are provided via webinar and provide topics of interests to attorneys, CPAs and wealth managers.

Problem Solving with Deferred Charitable Gift Annuities with David Wheeler Newman 

Tuesday, September 5, 2023 12:00 PM-1:30 PM | FREE

Charitable gift annuities appeal to donors because of their simplicity and security, and to charities because of the relatively low cost compared to other gift vehicles. Some of the more creative gift-planning opportunities involve deferred charitable gift annuities. After quickly reviewing the tax aspects of DCGAs, we will look at planning ideas, illustrated with case studies, for use of DCGAs to address various situations, including retirement income planning, flexible deferred annuities, and DCGAs funded with net sales proceeds. 

David Wheeler Newman represents individuals and families on estate planning and tax planning in connection with investment activities. He advises charitable organizations concerning governance, tax exemption and charitable gift planning programs. He earned a J.D. from University of California Los Angeles School of Law and an LL.M. in Taxation from New York University School of Law. 

Register for Deferred Charitable Gift Annuities

Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.

Family Matters: How Business-Owning Families Can work Together for a Unified Future with Claudia Sangster 

Thursday, November 9, 2023 12:00 PM-1:30 PM | FREE

Much of the wealth in America today has come from family-owned businesses. But the likelihood of successful transitions of family businesses to the third generation and beyond can be low without proper planning. This presentation will explore how the family can mitigate failure and some best practices to strengthen the business and the family over multiple generations. 

Claudia B. Sangster has over 30 years of experience in advising individuals and families in financial education, family governance and philanthropy. She is the Co-Director of Family Education and Governance in Wealth Management at the Northern Trust Company. Claudia collaborates with clients, their advisors and wealth planning partners to identify and establish educational programs and governance structures for multi-generational families. Claudia earned a J.D. from the University of Houston College of Law and is a frequent speaker and author on topics including values, finance and family legacy, as well as trends in family education, governance and philanthropy.  

Register for Business-Owning Families

Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.

Thank you to our event sponsor for all 2023 Philanthropy Forums: