$30 – $80

Community Foundation Professional Advisors Seminar

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Lee University

1120 North Ocoee Street

CENTENARY ROOM in the Higginbotham Administration Building

Cleveland, TN 37311

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11:45 Welcome

11:45-12:00 Lunch

11:55-12:00 Introduce Speakers

12:00-1:00 First Presentation – Dr. Ingrid Hart

1:00-1:15 Break (Lunch only attendees exit)

1:15-2:15 Second Presentation – Tom McCormick and

Nicole Jeppesen

2:15-3:15 Third Presentation – Betsy Brown

3:15-4:15 Fourth Presentation – Tyler Hand

12:00 noon - 1:00 p.m.

Charitable Planning for NonCash Giving: Case-Based Approach to Planning for Illiquid Asset Donations

Dr. Ingrid Hart - Hart Accounting and Professional Services, PLLC

Description: There are essential considerations common to the noncash donation process and tax planning when illiquid, appreciated assets are given. This type of gift is more complex, is readily available to many as an option for charitable giving, and may yield substantial tax savings, benefits, or deductions. Creative options for noncash assets represent an untapped opportunity to give real estate, artwork, antiques, collections, stocks, etc. In this session, we use a case-based approach to illustrate some of the essential benefits that come from planned charitable giving of illiquid assets. Reference Internal Revenue Service Topic 506.Publication 561 and 562.

  • Tiered-Thresholds of Noncash Charitable Giving

  • Creative Options for Noncash Giving and Planning

  • Valuation and Substantiation Measures

  • Case-Based Perspectives

1:15 p.m. – 2:15 p.m.

Charitable Giving: From the Simple to the Sophisticated

Tom McCormick and Nicole Jeppesen - LBMC

Description: Without the financial support from members of the community, charities would be unable to provide the services that sustain their missions. In addition to meeting our personal goals through philanthropic support, the many ways we can give to charity also allow for tax-saving opportunities. Whether through regular annual cash giving, one-time substantial gifts, gifts of real estate or other tangible property or more complex giving structures such as trusts or private foundations, there are ways to use a tax-favored giving strategy that meets personal and financial objectives.


o Cash vs. Property
o AGI Limitation - 20%/30%/50%
o Contribution Carryovers
o Personal Time (Individual / Employee)
o Out-of-Pocket Expenses
o Use of Property

Documentation & Substantiation

o Donor's Responsibility
o Charitable Organization's Responsibility

Donor Advised Funds

Community Foundations vs. Private Foundations

Charitable Trusts

Conservation Easements

2:15 p.m. – 3:15 p.m.

Helping Families Prepare for the Transfer of Wealth

Betsy Brown – Pendleton Square Trust Company

Description: Families with wealth are often surprised by the challenges and complexities of managing their wealth and preparing to pass it to the rising generations. Each family’s situation is unique, requiring communication, planning, execution and objective oversight. Discussion will include:

  • Constructing a best in class team

  • Choosing a family trustee

  • Family education and governance

  • Preparing beneficiaries

  • How philanthropic planning is an important piece of the puzzle

3:15 p.m. – 4:15 p.m.

M&A Considerations for Closely Held Businesses

R. Tyler Hand, Partner, Miller & Martin PLLC

Description: This session will examine key legal, tax and business considerations in structuring and negotiating acquisitions and divestitures of closely held businesses and will focus on techniques for managing risks and liabilities in order to facilitate successful transactions.

Particular topics to be addressed include:

  • Letters of intent

  • Due diligence;

  • Deal structure;

  • Tax considerations;

  • Risk allocation techniques; and

  • Transition issues.

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Lee University

1120 North Ocoee Street

CENTENARY ROOM in the Higginbotham Administration Building

Cleveland, TN 37311

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