Complicated assets, regulatory compliance, and impactful giving. 16 June 2021

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Host Left
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STEP
Event Type
Web Event
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Sponsored content from CAF America 

The shared challenges we face in our globalised world transcend borders. In international philanthropy, however, borders can present formidable regulatory, risk and reputational obstacles to your clients’ desire to be impactful in their charitable planning. 

In this webinar, experts Ted Hart, President and CEO, CAF America and CAF Canada, and Megan Worrell TEP, Managing Director, J.P. Morgan Private Bank, discuss donating complicated assets, staying compliant in a rapidly changing global regulatory landscape and the steps that must be considered in the creation of impactful charitable planning.

Although the barriers of cross-border giving can threaten donors’ ability to distribute critical funding to the issues that matter to them most, a skilled awareness of the US and global mechanisms and legal contexts to giving will help your clients realise their charitable vision.

Speakers: 

  • Ted Hart, President and CEO, CAF America and CAF Canada
  • Megan Worrell TEP, Managing Director, J.P. Morgan Private Bank

Thank you to our sponsor: 

CAF America logo


Please note this webinar will be recorded. The following terms and conditions will apply to your booking. 

 

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Event Cost
Free to attend
Schedule
16:00-17:00 UK Time (BST)
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1 Hour
Contact
STEP Web Events
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Add to Calendar 2021-06-16 16:00:00 2021-06-16 16:00:00 Complicated assets, regulatory compliance, and impactful giving. 16 June 2021 Sponsored content from CAF America  The shared challenges we face in our globalised world transcend borders. In international philanthropy, however, borders can present formidable regulatory, risk and reputational obstacles to your clients’ desire to be impactful in their charitable planning.  In this webinar, experts Ted Hart, President and CEO, CAF America and CAF Canada, and Megan Worrell TEP, Managing Director, J.P. Morgan Private Bank, discuss donating complicated assets, staying compliant in a rapidly changing global regulatory landscape and the steps that must be considered in the creation of impactful charitable planning. Although the barriers of cross-border giving can threaten donors’ ability to distribute critical funding to the issues that matter to them most, a skilled awareness of the US and global mechanisms and legal contexts to giving will help your clients realise their charitable vision. Speakers:  Ted Hart, President and CEO, CAF America and CAF Canada Megan Worrell TEP, Managing Director, J.P. Morgan Private Bank Thank you to our sponsor:  Please note this webinar will be recorded. The following terms and conditions will apply to your booking.    STEP STEP Europe/London public