Upcoming Presentations On Charitable Giving
It’s been a quiet few months on our blogs, but we hope to have some exciting updates soon.
In the meantime, we wanted to share a couple of upcoming events where we will be doing hopefully unique and fun talks on charitable giving in different parts of California:
I will be giving a presentation at the Annual Meeting of the Northern California Planned Giving Council in San Francisco on April 24, 2023. The topic will be “Taxes and Charitable Giving – What Do Gift Planners Need to Know?” I’m looking to use it to talk as non-lawyerly as possible about the tax concepts that drive certain types of giving and decision-making, and give charities a greater ability to have persuasive conversations with their donors.
My colleague, Jennifer Hubbard, and I will be giving a joint presentation at the Western Regional Planned Giving Conference hosted by the Los Angeles Council of Charitable Gift Planners in Costa Mesa, CA, which runs from May 16 to May 18, 2023. The topic will be “Gifts That Make You Call a Lawyer: Working Through Some Stressful Planned Giving Situations”. This one should be a fun one, with Jennifer and I sharing anecdotes from tricky gifts that our clients have dealt with and some strategies to try and make everyone happy (or at least make most people, mostly happy).
