Events

The session will focus on strategies, traps and solutions for charitable uses of retirement assets, including “Charitable IRA Rollover” and using pre-tax dollars in retirement accounts to make charitable bequests. Also, an introduction to “income-based charitable bequests” – a way for an estate or trust to get income tax savings from charitable bequests. In addition, the session will address the tax-saving strategies that are still available to the millions of Americans who will no longer get tax savings from their charitable gifts because they will no longer be itemizing their tax deductions in 2019 and future years.

Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt is the Vice- Chair of the RPTE Charitable Group and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a “Best Lawyer”. He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.

2019 Carolinas Planned Giving Conference at Kanuga

Co-Hosted by
the North Carolina Council of Charitable Gift Planners and
the South Carolina Planned Giving Council
April 29-May 1, 2019
Kanuga Conference Center
Hendersonville, NC

http://carolinasplannedgivingconference.org/

Are you looking for a planned giving conference that will…

Give you more information than what you can get from a two-hour lunch meeting?
Cover technical topics as well as practical marketing topics?
Supply useful information for the new people on your staff as well as the seasoned professional?
Offer presentations you usually have to go to a big national conference to hear?
Provide a relaxed atmosphere where you can network and enjoy the company of other professionals at a cost that won’t break your budget?

Well…..you’ve found it!

The South Carolina Planned Giving Council and the North Carolina Council of Charitable Gift Planners have put together such a conference in the beautiful mountains of North Carolina at the Kanuga Conference Center.

Goals of the Conference: This conference is a quality continuing education opportunity for development professionals to expand their planned giving knowledge, learn new skills they can apply in their organizations, and network with peers and industry leaders to share ideas, information and solutions.

The Carolinas Planned Giving Conference provides a great setting to network, learn, and fellowship with your planned giving peers in a relaxed atmosphere. No stuffy business suits and high heels… bring your jeans and sneakers! You will love the updated accommodations in the recently renovated Inn, or if you prefer a more rustic setting, you’ll enjoy the cozy atmosphere in one of the quaint historic cottages!

You won’t want to miss this conference!

http://carolinasplannedgivingconference.org/