Bobby Kleinman & David Ohayon

Executive Director of Estates & Trusts | Philanthropic Advisor

Smart Philanthropy : Strategic Giving to Non-Qualified Donees

Time and Place

February 20 2025
12:00 pm - 1:00 pm
Online Presentation
Book Your Place
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.

Stay in Touch!

For the latest in tax-wise charitable solutions, engaging events, and resources from our expert advisors, please join our mailing list.

    First Name *

    Last Name *

    Email Address *

    I am a... *

    Name of the charity

    Please let us know your profession

    How did you hear about us?

    Please let us know which print ad!

    Please let us know!