Reshaping the Gift Box – An Introduction to Noncash Philanthropy and Charitable Giving

Course Description
Cash and cash equivalents represent the smallest portion of overall wealth for high net worth individuals and major donors yet over 90% of contributions, by number of gifts, are in the form of cash. An organization’s uncertainty or unfamiliarity with noncash gifts can lead to lost opportunities for both the donor and the charitable organization. In this session we will introduce noncash charitable gift alternatives and planned charitable giving tools. We will also discuss the charity’s role with respect to IRS Form 8283 for noncash gifts.

Learning Objectives:

  • Identify noncash charitable giving techniques for current gifts.
  • Discuss the charity’s responsibilities with respect to IRS Form 8283.
  • Discuss noncash planned giving opportunities.

Presenters:
Melissa White, CPA | Senior Manager
Melissa specializes 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 also serves as the Aberdeen office liaison for the Firm's exempt organization tax and wealth transition services teams.

CPE Information
CPE Credits: 1
Field of Study: Accounting 
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information:
This is a web-group seminar. 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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