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Self-Paced Online

Selecting the Right Philanthropic Vehicle

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Date Published

June 25, 2020

Publisher

Mecklenburg County Bar

Subjects

Estate Planning & Probate, General

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

The Selecting the Right Philanthropic Vehicle portion of the program will focus on donor advised funds and private foundations, the key features of each, and how to choose the right vehicle for your clients. The discussion will include:

An overview of donor advised funds and private foundations; Tax consequences related to funding and operating each vehicle; The ability to involve children and other family members; and Opportunities to utilize a donor advised fund along with a private foundation

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Presenters

Doug Benson

Doug Benson is Senior Vice President and In-House Counsel at Foundation For The Carolinas in Charlotte, N.C. In this role, he... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Selecting the Right Philanthropic Vehicle - Video
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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