This annual event is open to professional advisors from across the region who want to learn charitable planning strategies to help better advise their clients.  This event typically qualifies for 2 hours of CPE, CLE, CFP or Insurance continuing education credit.

POSTPONED UNTIL FURTHER NOTICE

Featured Speaker: Michele A. W. McKinnon

Breakfast at 8:00am | Presentation from 8:30-10:30am

Idle Hour Club | Ballroom

Topic: The Philanthropic Spark: How Tax and Non-Tax Considerations Motivate Donors

This presentation covers who donor and their advisors should approach charitable giving in the current tax and economic environment. Topics include how Tax Cuts and Jobs Act changed charitable giving; how and why donors give; and the impact of tax benefits on philanthropy generally, including a discussion of practical planned-giving techniques currently available and some innovative approaches to philanthropy that are developing.

Hosted by:

Community Foundation of Central Georgia | Central Georgia Estate Planning Council | Museum of Arts and Sciences | Museum of Aviation Foundation | Navicent Health Foundation