Earn CE Credit | Key Insights for Advisors
| | | Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities |
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| | DATE:
Tuesday
November 12, 2024 |
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| | TIME:
1:00 PM ET
10:00 AM PT |
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What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this webinar with Foundation Source’s Chief Legal Officer Jeffrey Haskell, who will share the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.
Some of the topics covered will include:
Types of assistance Private benefit concerns Identifying target areas Analyzing the convergence of private benefit and economic development |
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| | | Jeffrey Haskell Chief Legal Officer Foundation Source |
| | | Susan Lipp - Moderator Editor in Chief Trusts & Estates |
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| Not able to attend the live event? | | Archived versions of webinars from Trust & Estates are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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