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Making the Most of your Client’s Philanthropy: Advanced Charitable Planning (Chapter Hosted Webinar)

August 21, 2018 @ 9:00 am - 10:00 am

Program Overview

Hear valuable information on giving vehicles, tax-savings opportunities and unique philanthropic initiatives for your clients. Learn about the advanced charitable planning techniques that are favorable in today’s economic environment. Review sophisticated charitable planning techniques with a special emphasis on creative uses of private foundations, donor advised funds, charitable remainder trusts, and advanced charitable estate planning techniques. Emphasis will be on simultaneous use of multiple planning techniques in a large transaction context to maximize tax benefits, donor control, and nonprofit benefit.


Attendees will:

  • Examine the pros and cons of various planned giving vehicles including, donor advised funds, private foundations, charitable remainder trusts (CRT), and charitable lead trust (CLT).
  • Review the tax benefits of planned giving, as well as the impact of tax reform on charitable contributions.
  • Explain the outcomes from simultaneous use of multiple planning instruments.
  • Understand the potential donor and nonprofit benefits from the use of sophisticated charitable planning devices.
  • Identify when sophisticated planning techniques are and are not appropriate for clients with differing goals and financial circumstances.


Featured Speaker

Turney P. Berry, JD concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning.  Mr. Berry is Chair of Wyatt, Tarrant & Combs’ Trusts, Estates & Personal Planning Service Team and a past member of the firm’s Executive Committee. Mr. Berry is active in the American College of Trust and Estate Counsel (ACTEC), currently serving as Chair of the Estate & Gift Committee and State Chair for Kentucky, and is a past Regent of the College, former President of the ACTEC Foundation, and previous chair of the Charitable and Tax Exempt Committee.  As a Uniform Law Commissioner, Mr. Berry currently serves as Chair of the drafting committee for the Uniform Fiduciary Income and Principal Act (a revision of the principal and income acts), Vice-Chair of the Drafting Committee on Electronic Wills Act, and a member of the Drafting Committee to Regulate the Management of Funds Raised Through Crowdfunding Efforts.  For the American Bar Association, Mr. Berry serves as Co-Chair of the Charitable Planning Committee for the Section of Real Property, Trust and Estate Law and on the Conservation Easement Task Force. Mr. Berry is a Fellow of the American College of Tax Counsel, a member of the American Law Institute, a member of the Advisory Council of the Heckerling Institute on Estate Planning, a Member of the Advisory Board of Trusts and Estates Monthly, a member of the Joint Editorial Board for Uniform Trust and Estates Act, and a member of the Bloomberg BNA Tax Advisory Board.  He serves as Adjunct Professor at the University of Miami Estate Planning LLM Program and regularly speaks at the nation’s leading estate planning conferences. Mr. Berry has been certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils and is a member of its Estate Planning Hall of Fame [Kentucky does not recognize legal specialties].  He is listed in Woodward/White’s The Best Lawyers in America® and in the Kentucky Super Lawyer Magazine in the area of Trusts and Estates.


CE Credits

1 CFP® credit, and 1 CLE (legal) credit has been applied for.

For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar.


Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com


August 21, 2018
9:00 am - 10:00 am
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SIlicon Valley FSP Chapter


Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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