8:15–11:30 a.m., Wednesday, May 29
The CFO Offices (for early registrants) and virtual
425 E. Trafficway, Springfield
Gift planning expert Charles Slamar will discuss how to maximize the impact of your clients’ charitable giving while strengthening family bonds in the process.
- From crafting a family mission statement to using structured meetings, endowments, donor-advised funds and family foundations, explore methods to create a lasting legacy together.
- Delve into tax-efficient alternatives for charitable giving amidst tax-law changes, such as the doubling of standard income tax deductions and exemptions to federal estate tax.
- Navigate the complex landscape of ethical considerations in charitable giving, including the meaning of ethics and liability, professional practice in gift planning, ethical codes of conduct, and a proven process for ethical decision-making.
This event is free to members of the CFO’s Professional Advisors Council. Information about continuing education credits coming soon.
