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.

Several important tax changes in the One Big Beautiful Bill Act apply starting this year. We will work through a theoretical taxpayer to gauge the impact of the new charitable deduction order, 0.5% charitable deduction floor, and the new itemized deduction ceiling. We will also discuss carryover deductions, an interesting court ruling, and inflation adjustments for 2026. 

Bill Knox joined TIAA Kaspick in 2012, where he provides expert tax and technical advice to Kaspick and its clients on all aspects of charitable organizations, estate planning, charitable giving and gift administration. Bill has worked in the field of philanthropy for over 20 years. He serves as legal expert to a number of charitable affinity groups and regularly presents on a variety of topics at both regional and national events.  Bill received his J.D. from the Columbus School of Law at the Catholic University of America in Washington, DC and his LL.M in Tax from Loyola Law School, Los Angeles, CA.

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.

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