Donor Advised Funds, Private Foundations, Gift Annuities, and Other Charitable Contribution Arrangements
Bunching to Maximize Tax Benefits, Gifting Strategies for High Net Worth Individuals
A live 110-minute CPE webinar with interactive Q&A
This course will contrast and compare charitable gifting arrangements that enable high net worth individuals to donate substantial assets to charity and receive a tax deduction. It will address strategies, including donor advised funds (DAFs), private foundations, charitable gifting annuities, CLTS and CRTS, and other strategies for gifting significant assets.
Outline
- Identifying clients needing charitable planning
- DAFs
- Private foundations
- CLTs and CRTs
- Other arrangements
- Charitable deduction compliance
Benefits
The panel will review these and other key issues:
- Identifying clients who need charitable planning or assistance with charitable planning
- The pros and cons of the most common charitable gifting strategies
- Selecting the appropriate charitable gifting arrangement for the taxpayer
- Securing the charitable deduction for charitable gifts
- Establishing a DAF
Faculty

Kathryn Haggitt Fisher
Chief Wealth Strategist
Fulcrum Capital
Ms. Fisher has worked in wealth management since 2002. She provides investment and consulting advice for endowments and... | Read More
Ms. Fisher has worked in wealth management since 2002. She provides investment and consulting advice for endowments and foundations, and helps individual clients incorporate innovative philanthropy strategies into their financial and estate plans. In addition to providing personal financial planning and investment management services, Ms. Fisher also provides insurance analysis, estate planning, education planning, and innovative strategies for clients to incorporate philanthropy into their financial and estate plans. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 63, and 65 licenses.
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Christopher D. Petermann
Partner
PKF O'Connor Davies
Mr. Petermann is a Partner of the Firm and serves as Co-Partner-in-Charge for the Private Foundation Practice. He has... | Read More
Mr. Petermann is a Partner of the Firm and serves as Co-Partner-in-Charge for the Private Foundation Practice. He has over 30 years of specialized experience in accounting for exempt organizations and private foundations, as well as closely-held businesses and financial services entities. He also holds a number of professional committee and community board positions.
CloseCPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event.
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NASBA details.