CANNON: Charitable Giving - Seeking the Perfect Match Between Donor/Donee

The Trust Company of Tennessee

Join The Trust Company of Tennessee for a presentation of Cannon Financial's Teleconference series.

The teleconference is 1pm - 2:30pm Eastern Time, and is held onsite at The Trust Company of Tennessee.Cannon Estate Planning Teleconference Series is a live monthly discussion on Wealth Management and Estate Planning topics.The industry's foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.

TOPIC: Charitable Giving - Seeking the Perfect Match Between Donor and DoneeEstate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes. We’ll take a close look at the following: <ul><li>Choosing the “right” vehicle by which to confer and optimize charitable benefits</li><li>Mechanics and advantages of directing qualified retirement assets to charity</li><li>Trust distributions and the sometimes elusive Section 642(c) deduction</li><li>Section 501(c)(4) organizations</li></ul>

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CANNON: Charitable Giving - Seeking the Perfect Match Between Donor/Donee

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CANNON: Charitable Giving - Seeking the Perfect Match Between Donor/Donee

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