PGRT

 

The Planned Giving Round Table (PGRT)

PGRT brings together professionals from a variety of disciplines who may, at various times, be involved in some aspect of a planned gift to charity. Participants have the opportunity to network, hear from nationally-recognized planned giving and financial experts and enhance their skills by incorporating charitable planning techniques in clients’ tax, financial and estate planning.

Learn more our Planned Giving Round Table (PGRT) for Young Professionals

 

Navigating the New World of Charitable Gift Lawsuits: Legal Lessons and Practical Advice

Presenter: Presenter: Kathryn Miree, President, Kathryn W. Miree & Associates, Inc.

U.S. donors are growing more generous as evidenced by the most recent report from Giving USA showing that gifts to charities exceeded $400 million. As gifts grow larger, and donors become more specific about how those gifts are used, the number of lawsuits involving misfeasance, malfeasance, and unanticipated changes of direction has also increased.

Families are suing charities for failing to follow donor intent. Donors are suing charities and demanding their gifts be returned. And charities are looking for options when buildings or programs are named for donors who are subsequently convicted or otherwise dishonored. These lawsuits, involving some of America’s largest and most reputable charities, are great case studies offering insights and legal lessons in how to draft gift agreements that protect the charity and the donor.

Wednesday, November 6 | 8:00 a.m. Networking & Breakfast, 8:30 a.m. Program
The Suburban Club
7600 Park Heights Ave

Cost: $25 in advance | $30 at the door

This program is eligible for 1 hour of Continuing Education (CE) credits for accountants and certified financial planners.

Questions? Contact Denisha Queen at dqueen@associated.org or 410-369-9288.

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PGRT - Navigating the New World of Charitable Gift Lawsuits: Legal Lessons and Practical Advice
Featuring Kathryn Miree, President, Kathryn W. Miree & Associated, Inc.
Wednesday, November 06, 2019 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

UPCOMING 2019 – 2020 PGRT PROGRAMS

The Wealth Transfer Failure Problem
Tuesday, February 11, 2020 at 8:00 a.m. | Suburban Club
Presenter: Shawn Barberis, Esq., CEO & Founder ASPIDA360

Federal Tax Update
Wednesday, June 3, 2020 at 8:00 a.m. | Suburban Club
Presenter: Charles D. “Skip” Fox, IV, Esq., Partner, McGuireWoods

 

PGRT Silver Sponsors

Naiman May & Associates, PK Law, Tucker & Meltzer

Disclaimer: Your attendance at this event releases rights to The Associated and its programs and agencies to use your image captured by a photographer and/or film maker in print as well as electronic media, including, but not limited to: brochures, advertisements, annual reports, websites and other materials used to promote Associated and constituent agency programs to the community.

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