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The MCB Estate Planning Section Presents: Charitable Giving: Hot Topics, Ethics, and Overview of Various Giving Strategies

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Date Published

January 25, 2019


Mecklenburg County Bar


Estate Planning & Probate, Ethics, General


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Speaker lineup:

1) Bart Landess, YMCA of Greater Charlotte: Hot Topics in Charitable Giving

2) Dianne Chipps Bailey, US Trust: High Net Worth Donor Motivations and Granting Strategies - Private Foundations, Donor Advised Funds, and More!

3) Kerri Mast, Brown Brothers Harriman: Ethical Issues in Estate Planning and Charitable Giving

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Program Titles and Supporting Materials

This program contains the following components:

Charitable Giving: Hot Topics, Ethics, and Overview of Various Giving Strategies - Video
Bailey - HNW Study Inforgraphic
Charitable Giving: Hot Topics, Ethics, and Overview of Various Giving Strategies - Handout
Ethical Considerations in Estate and Charitable Planning
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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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