

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Navigating Donor Standing and Restricted Charitable Gifts
01:59 • 3min
Navigating the Complexities of Restricted Charitable Gifts
05:02 • 3min
Navigating Restricted Charitable Gifts: Strategies for Effective Drafting
07:59 • 2min
Strategic Considerations for Charitable Gift Modifications
10:02 • 2min