ACTEC Trust & Estate Talk

Restricted Charitable Gifts: Practical Suggestions

Sep 3, 2024
Dive into the world of restricted charitable gifts, exploring legal considerations and practical advice for both donors and charities. Discover strategies to navigate donor control and the impact of the Uniform Trust Code, with state-specific insights from Oregon. Learn how to structure gifts carefully to avoid tax complications, illustrated by a notable museum case. Finally, get tips on drafting flexible provisions and engaging with donors when modifying gifts to maintain strong relationships and integrity.
Ask episode
Chapters
Transcript
Episode notes