Knowledge @ Noon – May 2019

Knowledge @ Noon - May 2019

Topic: Donor Restrictions - What Will They Think of Next?

May 7th, 2019, 12:00 pm - 1:15 pm
American Red Cross  Directions
Register by May 3rd, 2019
10 for Non-Members --- Members are FREE!

Topic: Donor Restrictions – What Will They Think of Next?

This session will address the issues created when donors place restrictions on their gifts.  We will first review the various types of restrictions donors desire, the tax issues caused by donor restrictions, and learn why some restrictions can render a gift non-deductible.  We will also discuss the impact of restrictive purpose clauses on the charity, with plenty of “real life” examples, and review a charity’s options with an unworkable gift.

Presenter:

Eric Dryburgh is a principal in the law firm of Adler & Colvin, which specializes in representing nonprofit organizations and their donors. Erik’s areas of expertise include charitable gift planning, not-for-profit organizations, donor advised funds and endowments.

Erik has authored the chapter “Charitable Remainder Trusts,” in California Estate Planning, Continuing Education of the Bar (2002) and published numerous articles on charitable gift planning.

Erik is the past Chair of the Charitable Planning and Exempt Organizations Committee of the American College of Trust and Estate Counsel (ACTEC), and a member of the American Bar Association’s Real Property, Trust and Estate Section. He is a past board member of the Partnership for Philanthropic Planning (now the National Association of Charitable Gift Planners), the San Francisco Estate Planning Council, and the Northern California Planned Giving Council. Erik received the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Council.

Erik earned an undergraduate business degree from the University of Wisconsin at Madison, and his J.D. at the University of California at Berkeley, Boalt Hall. He is also a Certified Public Accountant (inactive).

NEW LOCATION!
Where: 

American Red Cross
2111 Dana Ave.
Cincinnati, OH 45207
Directions

Time:
12:00pm – 1:15pm    

Cost: 
Members – Free
Non Members – $10.00

Lunch Options:
Lunch available to purchase at the Foundation, OR bring your own lunch!

Questions:
Ask Event Chair, Kathann Koehler at koehler@xavier.edu

RSVP

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The Greater Cincinnati Planned Giving Council will be taking photos or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.