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Event Details
December 4th - RSVP by November 30th
Shaping a Legacy for High Net Worth Clients: Rethinking Conventional Strategies for Charitable Lead Trusts
Presented by Charles M. Aulino, Director of Financial Planning, The Glenmede Trust Company, N.A.
In this session, Chuck Aulino will present the what a charitable lead trust is and how it works, including a look at the tax savings from substantial cash gifts compared to those realized through a charitable lead trust. He will provide a brief review of charitable contribution rules and limitations and discuss proper planning for the long-term investment consequences of charitable lead trusts.
When & Where
The Philadelphia Foundation
1234 Market Street
Suite 1800
Philadelphia,
PA 19107
Friday, December 4, 2009 from 7:30 AM to 9:00 AM (ET)
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Hosted By
The Philadelphia Foundation
The Philadelphia Foundation has been committed to improving the quality of life in Bucks, Chester, Delaware, Montgomery, and Philadelphia counties for 90 years, through funds established by our donors.
As a public charity community foundation, we manage more than $270 million in assets in more than 775 charitable funds, maximizing the strategic impact of charitable contributions.
The Philadelphia Foundation's first obligation is to support the intentions of donors who have created funds. Individuals, families, businesses and organizations establish permanent charitable funds that help our region meet the challenges of changing times. We invest and administer these funds and award the distributions as grants and scholarships.
Our work is overseen by a volunteer board of leading citizens and run by professionals with expertise in the region’s needs.
Contact Miranda Porter
Scholarships@philafound.org