Nov 14 2024 9:00AM

Putting the Puzzle Together: Percentage Limitations and The Choice of Which Gifts to Make

The income tax charitable deduction available to a donor can depend on both the types of charities that the donor benefits and the types of property that the donor gives to those charities. For example, the size of the deduction that a donor can claim can shift dramatically depending on whether the donor gives cash or real estate and whether the gift goes to a hospital, a donor advised fund, or a private foundation. Making best use of the charitable deduction limitations is an important factor motivating many potential donors and their advisors. The purpose of this presentation is to help planned giving professionals better understand these rules and how they impact their prospects.

Nov 14 2024 10:30AM

Charitable Giving Through Real Estate: An Untapped Asset for Giving Back

This program will cover the opportunity for gift planners to leverage complex and noncash assets, such as Real Estate, for charitable giving. We will discuss the macro level trends that are driving the growth of noncash giving in the US, and the rationale and benefits of noncash giving. Particularly, we will cover the opportunity to increase gifts from Real Estate, which The Fortez Group views as one of the most underutilized assets in charitable planning. We will explain how real estate charitable strategies be customized to meet income, tax, estate, and philanthropic goals of clients, while mitigating the risk and administrative costs for nonprofits, and providing a growth opportunity for advisors.