Celesq® Programs

What Donors Should Know Before They Make the Charitable Gift

Expired
Program Number
1979
Program Date
2009-09-10
CLE Credits
2

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

Program Categories

  • Corporate and Securities Law
  • Estate Planning
  • In-House Counsel
  • Securities & Investing
  • Taxation Law

PROGRAM CREDITS

  • Areas of Professional Practice : 1 Credit
  • 1 General CLE credit : 1 Credit