Advising a charitably-minded client
Subtitle: the Philadelphia Bar Association Probate & Trust Law Section October 2011 quarterly meeting
Contributors: Philadelphia Bar Association. Section of Probate and Trust Law
Series: PBI -- no. 2011-7059; PBI -- no. 11:236; PBI (Series) -- no. 2011-7059.; PBI (Series) -- no. 11:236.
Publisher: Pennsylvania Bar Institute
Published: 2011
Place of publication: [Mechanicsburg, Pa.]
Language: eng
Number of pages: 81
Subjects: Charitable uses, trusts, and foundations; Estate planning; Income tax deductions for charitable contributions
Table of contents: title: A practical guide to advising the charitably minded client (PowerPoint) / submitted by Michelle Hong; title: "Primer on planned giving instruments" / prepared and submitted by Donald W. Kramer; title: "Donor advised funds still compare well with private foundations" / prepared and submitted by Donald W. Kramer; title: "Supporting organizations qualify as public charities" / prepared and submitted by Donald W. Kramer; title: Advising a charitably minded client : the gift planning officer's perspective / prepared and submitted by Lynn Malzone Ierardi; title: Charitable planning articles : BBH Investment & Wealth Management / submitted by Michelle Hong.