Compounding Complications in Charitable Giving

The Trust Company specializes in helping individuals, businesses, and foundations reach their financial goals and prepare for retirement.

The Trust Company

Join The Trust Company of Tennessee for a hosted presentation of Cannon Financial's 2021 Teleconference series.

The Trust Company of Tennessee

<ul><li>Hosted at The Trust Company of Tennessee's Knoxville office with limited attendance for safety. </li><li>Boxed lunches will be served for those attending in person beginning at 12 pm. Socially distanced seating is available in our conference room for a limited number.</li></ul>If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates for additional options at lcates@thetrust.com.

Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities, split-interest charitable trusts, farm or residence remainder interest gifts, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary, including:

<ul><li>Emerging Issues Surrounding Donor Advised Funds
</li><li>Conservation Easements
</li><li>Internal Revenue Code Section 642(c) Deduction
</li><li>Mismatch Between Gross Estate Inclusion and Charitable Deduction</li></ul>

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Compounding Complications in Charitable Giving

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Compounding Complications in Charitable Giving

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