10405 Clayton Rd
Frontenac, MO 63131
I Really Didn’t Expect That: Surprise Issues with Charitable Gifts
Matthew G. Perlow
Husch Blackwell LLP
This presentation will discuss issues with charitable gifts that may not be readily apparent when first considered. These issues involve gifts from donor advised funds, naming rights and restricted gifts, gifts of S corporation stock, gifts of tangible personal property, earmarked contributions and grants to foreign charities.
Specializing in estate and gift tax planning, Matt Perlow practices within the Financial Services & Capital Markets industry team at Husch Blackwell LLP. He assists clients in the formation, compliance and administration of tax-exempt organizations. His strategic advice guides the following: estate and succession planning for family businesses; probate and trust administration; charitable planning; and income taxation of trusts and estates.
Matt has significant experience advising public entities, including the Saint Louis Art Museum and several public school districts, regarding supporting foundations and related charitable activities. He also regularly represents and provides advice to charitable organizations on planned charitable giving activities.
Matt serves on the firm’s Diversity Council.
This session has been approved for 1.25 CFRE Continuing Education Points.
11:30 a.m. Registration & Networking
11:45 a.m. – 1:15 p.m. Lunch & Program