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The Impact of the “Tax Cuts and Jobs Act of 2017” on Philanthropy and Where we go from here
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The Impact of the “Tax Cuts and Jobs Act of 2017” on Philanthropy and Where we go from here

$40 for CPGR Members; $65 for non members. Webinar is available for attendees outside the Denver Metro Area Only.

 Export to Your Calendar 3/7/2019
When: Thursday, March 7, 2019
11:15 AM to 1:15 PM
Where: Denver Country Club
1700 E 1st Ave
Denver, Colorado  80218
United States
Presenter: Joe Chickey, Senior Vice President, Consulting Director at Sharpe Groupe
Contact: Tina Drum
3039322764


Online registration is available until: 3/6/2019
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The Impact of the “Tax Cuts and Jobs Act of 2017” on Philanthropy and Where we go from here

This session will address the critical details of tax reform and how it is changing philanthropy and gift planning. We will discuss techniques such as “Bunching and Boosting,” as well as concepts such as “Virtual Endowments,” “Asset Destination,” and “Wealth Transformation.”  Additionally, we will explore the increased role of advisors, renewed interest in life income plans, and the growth of blended gifts. 

Joe Chickey, MBA, CFP

Joe Chickey brings 33 years of experience in the charitable arena, with a focus on gift planning to Sharpe/Newkirk. He is a Senior Vice President and Consulting Director with our clients. He has spoken locally, regionally and nationally on planned giving to Estate Planning Councils, AFP, CASE and CGP groups. His recent speaking engagements include the Chicago Council on Planned Giving, the Little Rock Planned Giving Group, and the Austin Planned Giving Council. Joe recently completed a three-year term as a board member of the National Association of the Charitable Gift Planners (CGP).

More about Joe

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