Earn Free Continuing Education Credit with our Philanthropy Forum Webinars

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 interest to attorneys, CPAs and wealth managers.

With the rise in popularity of Donor Advised Funds, leaving a philanthropic legacy is easier than ever. Yet the decision whether to use a Donor Advised Fund, private foundation, private operating foundation, supporting organization or another vehicle is complex and nuanced. Not knowing the differences between these giving vehicles and the differences in tax deductions often leads to disappointed donors and clients. In this session, we will discuss options for philanthropic planning so that as advisors, we can empower donors and clients to make informed decisions best suited to the particular philanthropy they envision for themselves and their family.

For over two decades, Brigit Kavanagh has focused on the laws of nonprofit organizations and charitable gift planning, advising charities, foundations, and their donors on nonprofit tax, trust, and corporate law. Prior to launching her own firm in 2016, Brigit practiced with the San Francisco law firm of Adler & Colvin, handling a range of matters for public charities, private foundations, and charitable donors. Brigit has expertise in complex private foundation matters, such as set asides, out of corpus distributions, program related investments, and international grant-making, as well as public charity matters such as public support, donor advised funds, supporting organizations, and excess benefit transactions. Brigit is also experienced with planned giving and charitable gift planning matters, such as endowments, charitable remainder trusts, and charitable gift annuities.

Founders of closely-held businesses may wish to give away the bulk of a family business to a tax-exempt organization to satisfy succession, stewardship and philanthropic goals. Advisors to these business owners need to be aware of the excess business holding rules and exceptions in order to  find a way through the thorny threads of that tax. Learn about various planning opportunities and tax implications for gifting business interests to exempt organizations, including donor advised funds, private foundations, supporting organizations, and 501(c)(4) organizations. Kelly L. Hellmuth is a partner at Holland & Knight LLP in Jacksonville, Florida. She focuses her practice on charitable and nonprofit issues on a national scale and represents tax-exempt organizations as well as high-net-worth individuals doing charitable planning and giving.

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