Cross-Border Philanthropy Program - 14 May 2020

Host group
Host Left
Hosted by
STEP Los Angeles
Event Type
Web Event
Date

This is a special FREE program to launch our new Branch webinar programs. Space is limited to the first 100 people who register.

In order to attend the Webinar you must register at www.RegPacks.com/STEPLAEvents by 9:00 am on May 14, 2020. An email with the Zoom link will be sent to all delegates who registered by the deadline. Please note late registrations will not be accepted.

Topic: Cross-Border Giving: What you need to know to help your clients

This STEP Los Angeles lunch session will explore the key issues and possible solutions related to cross-border philanthropy from structuring to implementation. Panel speakers will consider matters of taxation and anti-money laundering and terrorist financing regulation, offering practical guidance on obtaining tax benefits for cross-border gifts and navigating increased regulation of charities globally.

This session will educate attendees on cross-border issues and give them the confidence to build a role in helping clients achieve their philanthropic objectives. Key topics to be covered include:

  • The IRS guidelines for Equivalency Determination of foreign charities;
  • A comparison of foundations versus existing charities to facilitate cross-border giving; and
  • The impact of international anti-money laundering and terrorist financing regimes on charities.

Questions and comments from the attendees are welcome and encouraged.

Speakers:

  • Gina M. Pereira, B.A.(Hons), LLB., TEP - Dana Philanthropy
  • Jane Peebles, JD - Karlin & Peebles, LLP
  • Nancy Bikson - Chapel & York
Cost group
Schedule
12:00 - 13:15
Contact
Jennet Lisingperlas
Add to Calendar 2020-05-14 00:00:00 2020-05-14 00:00:00 Cross-Border Philanthropy Program - 14 May 2020 This is a special FREE program to launch our new Branch webinar programs. Space is limited to the first 100 people who register. In order to attend the Webinar you must register at www.RegPacks.com/STEPLAEvents by 9:00 am on May 14, 2020. An email with the Zoom link will be sent to all delegates who registered by the deadline. Please note late registrations will not be accepted. Topic: Cross-Border Giving: What you need to know to help your clients This STEP Los Angeles lunch session will explore the key issues and possible solutions related to cross-border philanthropy from structuring to implementation. Panel speakers will consider matters of taxation and anti-money laundering and terrorist financing regulation, offering practical guidance on obtaining tax benefits for cross-border gifts and navigating increased regulation of charities globally. This session will educate attendees on cross-border issues and give them the confidence to build a role in helping clients achieve their philanthropic objectives. Key topics to be covered include: The IRS guidelines for Equivalency Determination of foreign charities; A comparison of foundations versus existing charities to facilitate cross-border giving; and The impact of international anti-money laundering and terrorist financing regimes on charities. Questions and comments from the attendees are welcome and encouraged. Speakers: Gina M. Pereira, B.A.(Hons), LLB., TEP - Dana Philanthropy Jane Peebles, JD - Karlin & Peebles, LLP Nancy Bikson - Chapel & York STEP Los Angeles STEP Los Angeles Europe/London public