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ON DEMAND: Estate and Tax Planning Series: Planning with Philanthropy - How to Discuss Charitable Giving with Your Clients

Credit: 0 Credit Hours
Run Time: 66 Minutes
**This is a previously recorded program, originally recorded on January 28, 2021.
Do you know how to talk to your clients about incorporating charitable giving into their estate planning? Charitable gifts, both during lifetime and at death, can reduce the impact of the federal gift and estate taxes. Perhaps more important is the positive impact that charitable giving can have on individual well-being. Philanthropy holds the potential to be a positive force that helps each family member pursue a good life as he or she defines it, including contribution and engagement in their communities and beyond.  Thoughtful families can use charitable giving to cultivate and promote the best in their members by connecting it with each member’s well-being.  
Speakers in this program will discuss how to discuss charitable giving with your clients and how to incorporate their charitable gifts into your drafting. Speakers also will discuss working with public charities, including through community foundations and donor-advised funds, to achieve your clients' philanthropic goals. Finally, speakers will discuss some of the intricacies involved in organizing a private foundation, the reasons why a client may choose to organize a private foundation, and the challenges that charitable gift planning through a private foundation may pose. 
Sponsored by: Luncheon Programs Committee of the D.C. Bar Estates, Trusts and Probate Law Community
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  • Richard S. Franklin, Franklin Karibjanian & Law PLLC
  • Jennifer A. Gniady, Stradley Ronon Stevens & Young, LLP
  • Rebecca Rothey, Greater Washington Community Foundation
  • Jeremy L. Scarbrough, Rutgers University Foundation
  • Oren Goldberg, Pasternak & Fidis, P.C (Moderator)
On Demand Registration Fees:
$0  D.C. Bar Community Member - Premium
$15 D.C. Bar Law Student Community Member
$20 D.C. Bar Community Member
$20 Government/Nonprofit
$40 D.C. Bar Member
$60 Non-member
Please select Individual Registration to register.

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