NOT22106. Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.

Charitable giving is a dynamic topic that impacts donors and nonprofit organizations alike. Everyone can benefit by creating charitable giving plans and finding ways to maximize the tax benefits. In this workshop, learn about different charitable giving vehicles, including the use of program-related investments by private foundations, private operating foundations, donor-advised funds, and others, and the benefits and drawbacks of each. We will discuss nonprofit organizational structures and charitable giving trusts, and the types of assets that can (but sometimes shouldn't) be contributed to each.

Learning Objectives:

• Analyze the benefits and drawbacks of charitable giving vehicles, including charities, foundations, and charitable trusts
• Compare alternatives to setting up your nonprofit organization such as donor advised funds and community foundations;
• Determine charitable giving thresholds and limitations for cash as well as various types of assets