What Donors Should Know Before They Make the Charitable Gift
Program Number: 1979
Program Date: 09/10/2009
Description
The current economic crisis, the Madoff scandal and recent landmark cases addressing donor intent have had a dramatic effect on clients’ charitable giving decisions. Join Betsy Brill, President of Strategic Philanthropy, Ltd. and Carleen Schreder, Esq., a partner with Levin Schreder & Carey, as they discuss what advisors and clients should know and do to protect their philanthropic investments. Topics include:
• How lawyers can guide charitable planning in these times
• Strategies for managing and protecting donor intent
• Conducting effective due diligence
• Governance issues for private foundations
Available in states
Arizona, California, Colorado Eligible, Florida, Georgia, Missouri, New Jersey Eligible, New York, Texas Self Study
Credit Information
50-minute credit hour - 1 General CLE credit
60-minute credit hour - 1 General CLE credit
State Program Numbers
Program Categories
Corporate and Securities Law
Estate Planning
In-House Counsel
Securities & Investing
Taxation Law
Presenters
Betsy Brill Strategic Philanthropy, Ltd. |
Betsy Brill is the Founder and President of Strategic Philanthropy, Ltd., a Chicago based global philanthropic advisory practice that designs, manages, and supports effective and meaningful charitable giving for individuals and families, the corporate community and established foundations. She holds an MBA in International Management from the American Graduate School of International Management (Thunderbird) and a certificate in non-profit management from Roosevelt University, and she is the author of numerous articles for legal and financial advisors about Philanthropy. Ms. Brill is a member of Grantmakers Without Borders, The Philanthropic Advisors Network of the Council on Foundations, The National Network of Consultants to Grantmakers, and she was a founding steering committee member of the Chicago Global Donors Network. |
Carleen L. Schreder, Esq. Levin Schreder & Carey Ltd. |
Carleen L. Schreder, Esq. is a partner in the law firm of Levin Schreder & Carey Ltd, Chicago, Illinois, where she focuses her practice on estate tax and income tax planning, working with both U.S. and international clients. She works extensively with families on multiple strategies for wealth transfer, has experience in the formation of private trust companies to administer trusts, and handles all forms of charitable planning, including private foundations, charitable trusts and donor advised funds. Ms. Schreder has lectured and written on estate planning issues and recently authored “The IRS Issues Guidance on Private Trust Companies," Estate Planning, January 2009. |
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