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Charitable Bequests With Guest Stephanie Hood

June 26, 2023 Podcast
EO Radio Show – Your Nonprofit Legal Resource

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm delighted to have as my guest Stephanie Hood, my colleague here at Farella Braun + Martel, and a member of our top-notch estate planning practice.

Our charity clients often come to us with a request to help a major donor think about a special gift to the charity, and sometimes we also get pulled in to help the charity when there are glitches in the trust or will after the donor has passed. And, of course, many of our philanthropic clients ask for help describing their charitable intent in their estate planning documents.

In this episode, Stephanie and I will talk about planned charitable giving, including some tips and common pitfalls to watch out for.

Resources:

Stephanie Hood Bio

EO Radio Show Ep #17: Charitable Contribution Substantiation Requirements and a Conversation About Art Appraisals With Sarah Vandeweerdt From Christie’s

Charitable Remainder Trusts

Guidestar

IRS Tax Exempt Organization Search

IRS Self-Dealing Acts

Publication 561 - Determining the Value of Donated Property

If you have suggestions for topics you would like us to discuss, please email us at [email protected]

Additional episodes can be found at EORadioShowByFarella.com

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

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