Understanding the Powerful Tools Available to the Philanthropist

Understanding the Powerful Tools Available to the Philanthropist

You have successfully obtained the right investors, aka donors, for your organization.  Now you want to make the most of their investment, aka donations.  Byron and Catherine Mary will provide the What, Why, Where and When to use the Powerful Tools available to your investors:

·         Community Contribution Tax Credit

·         Donations of closely held stock

·         Charitable Remainder Trust

·         Donor Advised Funds

They will discuss the proper recording and reporting of pledges, as well as other topics important to making your organization look its best via financial statements and Form 990.

PRESENTED BY:

Byron Smith (BIO)

and Catherine Mary Sullivan (BIO)

Tuesday - July 19, 2016

11:30 AM - 1:00 PM

Doors open at 11:30 AM
11:45 LUNCHEON BEGINS

11:00 Membership Orientation

Approved for 1 hour CFRE Credit

LUNCHEON PARTNER

$25.00 for Members

$40.00 for Guests

Payments may be paid in advance or at the door.  Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door.  No shows will be billed.