Funding Your Charitable Giving from Unexpected Sources with Nathan Daley
Charitable donations of complex assets—such as private equity, restricted stock, limited partnership interests, real estate, and other non-publicly traded assets—can be the most tax-efficient way to support charitable causes. Join us as we evaluate this often under-utilized approach to charitable giving and identify unexpected ways to help your clients fund their giving.
Learning Objectives:
-Discover why complex assets can be the most tax-efficient way to give
-Learn tips and tricks to identify the right assets to donate
-Uncover which of your clients fit the profile of a potential complex asset donor
-Understand how you can help your clients through the charitable giving process
Date and Time
Friday Apr 21, 2017
7:30 AM - 9:00 AM CDT
Friday, April 21
7:30 am - 9 am
Location
Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110
Fees/Admission
MAPGC members - Free
Non-Members, 2017 first time registration - free
Non-Members, with past 2017 registration - $25
A full hearty, healthy breakfast is served.
Website
Contact Information
Cheryl Hanback
Council Administrator
MidAmerica Planned Giving Council
816-289-0099
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