WORKSHOP: The Basics of Charitable Planning
Sponsored by Quarles & Brady
Please join us on November 2nd when Pat Bitterman, Quarles & Brady will present Basics of Charitable Planning. This presentation will focus on a range of charitable giving vehicles, including charitable gift annuities, charitable remainder annuity trusts and unitusts, charitable lead annuity trusts and unitrusts, donor advised funds and private foundations. There will be a discussion of the requirements for creating each vehicle, the tax implications, and the appropriateness of each vehicle for a donor's individual circumstances."
8:00 a.m. - Continental Breakfast available
8:30 - 10:00 a.m. - Presentation