Bobby Kleinman & David Ohayon
Executive Director of Estates & Trusts | Philanthropic Advisor
Smart Philanthropy : Strategic Giving to Non-Qualified Donees
Upcoming Event
Biography
We are pleased to invite you to an important session on Gifts to Non-Qualified Donees. This session will explore the complexities and opportunities around donations to non-qualified donees, providing practical guidance to navigate these giving avenues effectively. Join us as we delve into the nuances of these types of gifts, discuss compliance requirements, and explore ways to maximize impact while adhering to best practices. Whether you’re new to this topic or looking to deepen your expertise, this session is designed to offer valuable insights for all.