Support Your Personal Legacy Goals with Charitable Giving

Presented on:
August 12, 2021 10:00 AM PT
1 hour

There are many ways to incorporate charitable giving into your income and estate plans. Whether you’d like to fund education, hunger, or something else you’re passionate about, there’s an avenue for you to support it.

Join us for our panel discussion to help you identify a charitable giving option that aligns your personal legacy goals with tax benefits. We’ll discuss:

  • Specific benefits for individuals in 2021
  • Typical charitable giving vehicles
  • When it makes sense to start a private foundation
  • Cash versus publicly traded stock versus other capital assets
  • Charitable giving and how it can be incorporated into your estate planning

Attached are our PDF slides for reference.

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Jode Beauvis, CPA, Partner, National Practice Leader, Individuals and Families, Moss Adams

Jode has been in public accounting since 1995. She’s responsible for tax planning, consulting, and compliance for a variety of clients, including individuals, partnerships, corporations, and trusts. Jode provides tax, financial, and estate planning services to closely held businesses, families, and individuals with the mission of helping them define, measure, and achieve their financial goals.

Terry Dickens, CPA, Senior Manager, Moss Adams

Terry has practiced public accounting since 2011. He provides consulting and tax compliance services for closely held businesses and their owners, individuals, and executives. Terry focuses on clients with equity compensation, estate, gift and trust planning, ownership succession, and international tax issues.

Lauren Haverlock, CPA, Senior Manager, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Additionally, Lauren advises private foundations on tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility, and distribution planning.

Patty Mayer, CPA, Director, Moss Adams

Patty has practiced public accounting since 1984. She provides tax and related tax planning services with an emphasis on not-for-profit and Tribal organizations. Patty works predominately with public charities, private foundations, and Tribal organizations.

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