Charitable Giving Tax Benefits 101: Fast Facts
Tuesday, March 31st at 1 pm ET
From private foundations and donor-advised funds (DAFs) to fiscal sponsors, different charitable giving vehicles offer distinct tax incentives for donors. In this 30-minute webinar, our Chief Legal Officer Jeffrey Haskell will break down the tax benefit basics for effective philanthropic planning, highlight common considerations, and share practical strategies for maximizing the impact of charitable dollars through tax-efficient planning.
Key topics we’ll cover in this discussion include:
- General understanding of charitable deductions (FMV vs. Basis) and applicable AGI percentage caps
- Donations of publicly traded stock (FMV) and other property coming to a foundation via an estate
- Direct charitable activities, scholarships, awards, hardship, emergency, and medical grants, and foreign grants
- What is a fiscal sponsor and when does it make sense to use one?
- What are some considerations of using a DAF?
- And more
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Presented By:
Jeffrey Haskell
Chief Legal Officer
Foundation Source
Jeffrey D. Haskell, J.D., L.L.M. is a leading expert in the areas of private foundation law, compliance and taxation. He is chief legal officer for Foundation Source, the nation’s largest provider of management solutions for private foundations. Mr. Haskell has worked with Foundation Source since its inception in 2001. He leads a team of attorneys and accountants who provide legal and tax support to the firm’s foundation clients and their closest advisors. Such support includes tax reporting services as well as guidance on philanthropic issues including program- and mission-related investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects and return preparation. His team also advises on compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.
Articles by Mr. Haskell have appeared in multiple legal, financial and philanthropy-related publications. Additionally, he is a frequent speaker at conferences, and estate and tax planning councils across the U.S. Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law.
Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trust and Estates departments. Prior to joining Olshan Grundman, he worked at Coopers & Lybrand in the Business Tax Planning Group. Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He earned a Masters of Law in Taxation from New York University School Of Law, where he was a member of the NYU Tax Law Review.