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Description
Join us for a panel discussion with insights from professional advisors, including an estate planning attorney, a CPA, and two financial planners. Discussion will be moderated by Andrea Fourman, a gift planner from the University of Florida Foundation. The session will explore strategies for integrating charitable planning into client discussions, highlighting the influence of recent tax laws and charitable giving trends. The presentation will also examine how advisors work collaboratively with non-profit development staff to help clients incorporate philanthropy into their financial and estate planning.
Learning Objectives
Discussion questions will focus on the following topics:
Effective strategies for introducing charitable planning into client conversations; Aligning philanthropic objectives with broader financial and estate planning goals; The impact of recent changes in the tax law (such as the SECURE Act) and COVID-era developments on charitable planning strategies; Identifying and avoiding common legal challenges in charitable planning; and Partnering with non-profit development staff to incorporate philanthropy into financial and estate plans.