Charitable Giving: Whether, when, and how much of your gift is deductible

Chariatable Giving: Whether, when, and how much of your gift is deductible
Wednesday, June 15 | 1:30 PM – 3:00 PM | Webinar

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

We all know what a charitable gift is — or at least we think we do.  But the rules on giving and deducting are actually pretty complicated.  This webinar will provide a comprehensive review of the many rules and special situations that affect charitable giving and the deductibility of donor gifts.

What is a “gift”?  What is a “charitable” gift?  To whom may a charitable gift be deductible? How much is deductible?  What may the donor receive in return?  How does the recipient have to use the gift?  When is a charitable gift actually completed?  How is it valued?  What type of substantiation has to be obtained?  What type of paperwork has to be filed, and by whom?  What are the limits on deductibility?  How do these rules apply to special situations?

We will consider:

• charity auctions
• gifts of services
• artwork
• intellectual property
• inventory
• conservation easements
• cars, boats and airplanes
• taxidermy items
• property subject to debt
• clothing and household items
• sponsorships
• gifts for the use of charities
• and many other issues

As a representative of a charity, or as a donor yourself, you will want to join us for this important overview.

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Single Login Cost:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!

About the Facilitator:

Donald W. Kramer serves as chair of Montgomery McCracken’s Nonprofit practice group.

Don has more than 45 years of experience dealing with the concerns of nonprofit organizations, not only as a lawyer, but also as a teacher, writer, publisher, and board member. He has worked with nonprofits of all types and sizes, helping structure startup situations and restructure multiorganizational health and educational systems. He counsels on a wide range of nonprofit corporate structure and governance, private and community foundations, continuing care retirement communities, exempt organization taxation, low-income housing tax credit transactions, real estate, charitable giving, and other nonprofit issues.

Don has provided legal services to The Philadelphia Foundation for more than 40 years.

Don serves as the editor and publisher of Don Kramer’s Nonprofit Issues®, a national newsletter of “Nonprofit Law You Need to Know,” which he founded in 1989.

Prior to joining Montgomery McCracken in 1972, Don served as deputy development coordinator and assistant to the mayor of Philadelphia.