What every wealth management professional and charitable entity must understand about permissable, taxable, unwise and prohibited investments for charitable organizations and charitable trusts.

If you are a financial institution, hedge fund, insurance company, investment and insurance advisor, financial planner, trusts and estate attorney or accountant, you'll need to understand these rules.

Not understanding these rules may cause breach of fiduciary duties by trustees and directors and cause significant penalties and taxes under federal and state laws including potential loss of charitable tax status, as well as limit the growth potential of the assets or worthy organizations and trusts.

Understanding these rules will:

• Significantly, help grow the investments of the charitable organizations and charitable trusts (including charitable lead and remainder trusts)


• Reduce the risk of taxes, penalties and loss of tax exempt (or tax deductible status)


• Inform tax, investment and charitable professionals so they may enhance their practices by placing them in a position to recommend the most sound financial, tax and insurance advice and products

The rules are complex and different types of charitable organizations and charitable trusts are subject to different requirements and standards

This is an important presentation that will significantly benefit the investments of charitable organizations and trusts, as well as your practice.

Our Speakers

Avi Kestenbaum
Partner
Meltzer Lippe


Jonathan Blattmachr
Principal
ILS Management, LLC