TAX2508. Tax Exempt Organizations, Charities and Nonprofits Update

This session will discuss the top issues impacting nonprofits and the funders who create and support them.

- Different types of charitable gifts
- Donor acknowledgment.
- How donors are utilizing and funding not only public charities but other
types of tax exempt vehicles such as 501(c)(4) social welfare
organizations
- What to be aware of when a controlled private foundation is in a
business or family ecosystem

Learning Objectives:

• Learners will gain an understanding of the different tax benefits gained by type of asset donated to different types of entities.
• Learners will appreciate the importance of proper donor acknowledgment and qualified appraisals
• Learners will gain an understanding of different charitable vehicles
• Learners will gain a basic understanding of private foundation prohibitions when dealing with disqualified persons.