Unique Giving Strategies to Spark Economic Development in Disadvantaged CommunitiesUnique Giving Strategies to Spark Economic Development in Disadvantaged Communities

What is the role your charitable clients can play in the economic development of disadvantaged communities and how does the IRS view charitable activities that can support it? Join this session with Foundation Source’s Chief Legal Officer Jeffrey Haskell, who will share the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.

Some of the topics covered will include:

CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval

Speakers

Jeffrey Haskell
Chief Legal Officer
Foundation Source

Susan Lipp - Moderator
Editor in Chief
Trusts & Estates