February 2, 2017 – Ethics and Compliance with Respect to Charitable Gifts

February 2, 2017 @ 11:30 am – 1:00 pm
Willows on Westfield
6729 Westfield Blvd
Indianapolis, IN 46220
$30.00 Members, $45.00 Non-members
(317) 824-0940

“Ethics and Compliance with Respect to Charitable Gifts”

Professionals soliciting and providing advice with respect to charitable gifts not only need to know the legal and tax rules associated with each charitable strategy, but they also must understand their ethical obligations and duties with respect to the donor.  This program will serve as a good refresher on the ethical rules associated with charitable gifting.

Gina Giacone, Partner, Ice Miller
Ms. Giacone regularly works with tax-exempt entities on corporate governance and federal tax matters, advanced planned giving and endowment management.  Ms. Giacone advises colleges and universities on issues relating to unrelated business income tax (UBIT), sponsorship agreements, the use of affiliated entities (e.g. taxable subsidiaries  foundations and other tax-exempt subsidiaries), general corporate and tax-exempt compliance, grant agreements and donor intent and charitable contributions.

In her work with private foundations and donors, Ms. Giacone assists clients in developing philanthropic priorities, making and documenting charitable grants, assessing various vehicles for accomplishing their charitable purposes (e.g. direct grants, private foundations and donor advised funds) and advising with respect to the excise taxes applicable to private foundations and donors and how to structure transactions in an effort to avoid these taxes.

In addition to her work with tax-exempt organizations, Ms. Giacone also advised individuals on a wide range of issues involving federal estate, gift and generation skipping tax planning, preservation of wealth and charitable giving.

Please register by Friday, January 27, 2017.  No cancellations or refunds after 5 p.m. on Friday, January 27, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.




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