Tips for Charitable and Year End Planning

Seminar

The Year-End Countdown Is On!

Course Descriptions:

Nonprofit Organizations – Understanding the Basics
Not all nonprofit organizations are equal in the eyes of the IRS. This session will provide clarity of the difference between “nonprofit”, “tax-exempt”, and “public charity”. It will also provide resources you can use to determine whether the organization you plan to donate to is a qualified 501(c)(3) organization.

Charitable Substantiation – What must a donor receive to support a charitable gift?
For charitable organizations, this session will provide a summary of the information donors need to support a charitable gift. It will also address payments commonly made to charitable organizations that are not considered gifts.

Charitable Giving – Beyond the Cash Donation
This session will highlight charitable giving techniques for both current gifts and planned giving.

Presenter: 
Melissa R. White, CPA

Melissa is a senior tax manager specializing in 1) trust, estate, and gift tax compliance and consulting, 2) tax matters during estate administration, 3) tax-exempt organization formation and compliance, 4) charitable and planned giving strategies, and 5) individual taxation. With more than 20 years of public accounting experience, Melissa has worked with many nonprofit organizations, assisting them in achieving and maintaining their tax-exempt status. She also serves as the office liaison for the Firm's exempt organization tax and consulting team.

Agenda:
Registration: 10 mins. before each session
Nonprofit Basics: 8 – 8:50 a.m.
Charitable Substantiation: 9 – 9:50 a.m.
Charitable Giving: 10 – 10:50 a.m.
Attend one or more sessions.

Additional Information:
No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773. 

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