Jeff Lydenberg will be doing a presentation on "Gift Planning Under the New Tax Law" at Montshire Museum in Norwich, Vermont on April 5th.
The new tax law became effective January 1, 2018. It contains many changes that will affect how donors approach giving to charity. The good news is that there are still many ways for fundraisers to make a compelling case for philanthropy. Nevertheless, gift planners will need to modify what they talk about with donors, and how they talk about it, if they want to continue to be successful.
PG Calc's Jeff Lydenberg will review the changes in the new tax law most relevant to gift planning, confirm what planned giving vehicles remain viable, describe several tax-wise strategies for making gifts under the new law, and offer suggestions on how gift planners can best discuss gift planning options with their donors going forward.