Board investment committees oversee and evaluate their nonprofit’s investment portfolio, but sometimes it can be hard to know where to start. Join us for a panel discussion in which we will share tips and challenges of creating a board investment committee. Moderator Chad Schollaert, Chief Development Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for ...

Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper ...

Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments. Featured Speaker Miranda Carr, CFA®, Chief Investment Officer, The Trust Company of Tennessee About Alliance for Better Nonprofits The Alliance for Better Nonprofits (ABN) serves nonprofits throughout the 25 counties of upper ...

Co-sponsored by BlackRock   SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation, including: Higher catch-up limits Increasing Required Minimum Distribution (RMD) age Expansion of Roth provisions New tax credits And ...

Co-sponsored by BlackRock   SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation, including: Higher catch-up limits Increasing Required Minimum Distribution (RMD) age Expansion of Roth provisions New tax credits And ...

Directed trusts, largely unknown in the United States just a few decades ago, are becoming quite common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We’ll discuss the unique drafting challenges, liability risks and other issues that ...

Directed trusts, largely unknown in the United States just a few decades ago, are becoming quite common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We’ll discuss the unique drafting challenges, liability risks and other issues that ...

The IRS allows donors to give distributions directly from IRAs to charity starting at age 70 ½. That can be a significant tax advantage for those individuals and an opportunity for nonprofits. Join us for a discussion on how Qualified Charitable Distributions (QCDs) work and what the IRS requires. We’ll also give you some talking points on how to talk ...

The IRS allows donors to give distributions directly from IRAs to charity starting at age 70 ½. That can be a significant tax advantage for those individuals and an opportunity for nonprofits. Join us for a discussion on how Qualified Charitable Distributions (QCDs) work and what the IRS requires. We’ll also give you some talking points on how to talk ...

Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. ...

Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. ...

As of August 2022, in the 20 years since Kansas became the first state to enact the Uniform Trust Code, 34 more states, plus the District of Columbia, have enacted it. Additionally, several states that have not enacted the UTC have adopted portions of it or have modeled some of their trust laws on it. Thus, it can fairly be ...