Sept. 5, 2023: Problem Solving with Deferred Charitable Gift Annuities with David Wheeler Newman

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

This seminar reviewed how charitable gift annuities appeal to donors due to their simplicity and security, and to charities because of their relatively low cost compared to other gift vehicles. Some of the more creative gift-planning opportunities involve deferred charitable gift annuities (DCGAs). After quickly reviewing the tax aspects of DCGAs, David Wheeler Newman examined the 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. 

The forum recording and webinar materials can be found here:

How to get continuing education (CE) credit: If you did not already provide your professional information during registration for Continuing Education credit, please email before Friday, September 15, 2023, and provide your name, preferred email address, profession, and your identification number, if appropriate to your profession.

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