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:
- Types of assistance
- Private benefit concerns
- Identifying target areas
- Analyzing the convergence of private benefit and economic development
CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval
Speakers
Jeff Haskell
Chief Legal Officer
Foundation Source
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
Sponsored by
