NCF Joint meeting with Rachael Watson-Gift Planning Attorney

October 29, 2020
11:30 AM - 1:00 PM
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Zoom Virtual Meeting/Event

San Antonio, TX 78201
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Advanced Charitable Planning Tools

Donor-advised funds, private foundations, and supporting organizations are all charitable grant-making vehicles. This seminar will examine the technical considerations, tax and legal aspects, and giving opportunities that are unique to each one and how they are used to fund charitable gifts.

Attendees will learn:

  • Key differences between using a private foundation and a donor-advised fund for (family or corporate) grant-making and philanthropy.
  • How to navigate tax deductibility, family involvement, non-cash gifts, and charitable investments efficiently and effectively by utilizing the right charitable vehicle.
  • How to capture multiple tax savings when making non-cash gifts to donor-advised funds and supporting organizations.
  • How to minimize income tax, capital gains tax, and estate/gift tax in consideration of financial and charitable goals.

 

Rachael Watson, Gift Planning Attorney - National Christian Foundation 

Rachael Watson currently serves as a Gift Planning Attorney with The National Christian Foundation (NCF) where she assists individuals and families nation-wide in achieving greater generosity and increased tax efficiency in charitable giving through complex gifts.  Early in her career, Rachael worked as a Certified Financial Planner for Ronald Blue & Company and Wells Fargo Bank. Rachael began practicing law in 2007, specializing in the areas of estate planning and nonprofit law. Prior to joining NCF, she owned her own law firm. Rachael earned a Juris Doctor from Georgia State University College of Law with honors and a BS in political science, magna cum laude, from Liberty University. Rachael and her husband Tom live in Suwanee, Georgia, with their three amazing kids. 

CE Hours:

  • 1 Hour CFP Approved
  • 1 Hour of CLE Approved

 

Tickets

$20.00 FPA Members

$25.00 Guests/Non-Members

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