Earn CE Credit | Key Insights for Advisors

Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

DATE:
Tuesday
November 12, 2024

TIME:
1:00 PM ET
10:00 AM PT

What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this webinar with Foundation Source’s Chief Legal Officer Jeffrey Haskell, who will share the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.

Some of the topics covered will include:

Types of assistance
Private benefit concerns
Identifying target areas
Analyzing the convergence of private benefit and economic development

CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Jeffrey Haskell

Chief Legal Officer

Foundation Source

Susan Lipp - Moderator

Editor in Chief

Trusts & Estates

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