The Importance of Gift Substantiation

Date: Thursday, February 3, 2022
Time: 12:00pm - 1:00pm
Speaker: Jonathan Tidd (Attorney)

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REGISTRATION IS CLOSED FOR THIS EVENT

VIRTUAL NOON MEETING

THURSDAY, FEBRUARY 3, 2022

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY JANUARY 26 (5:00 P.M.)  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE VIDEO PRESENTATION. THERE ARE NO EXCEPTIONS. THE PRESENTATION WILL NOT BE RECORDED.

THE IMPORTANCE OF GIFT SUBSTANTIATION

JONATHAN TIDD

     Sponsored by HighGround Advisors and Children’s Medical Foundation 

This presentation will focus on gift substantiation requirements. Specifically, those pertaining to gift receipts and Qualified Appraisals. Many charities mishandle gift receipts.  In my experience, donors never obtain an appraisal that meets the definition of a Qualified Appraisal. Gift receipts and appraisals are low-hanging fruit for the IRS when it audits an individual who has claimed a deduction for a charitable gift. Without a correct gift receipt or appraisal, a donor stands to have a claimed charitable deduction disallowed on audit.  Jonathan G. Tidd is an attorney whose practice is limited to advising charitable organizations on gift planning issues.  His clients include a wide range of educational, health care, arts, human rights and social service organizations.  His articles on charitable gift planning have appeared in The Journal of Taxation; Estate Planning; and other professional journals.  His office is in West Simsbury, Connecticut.

There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   

You may register online with a credit card payment (preferred payment) on the website:  scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).  To register via mail for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX  75238-8553. 

Name: ________________________________________    ____$25 Member    ___$30

E-mail: ________________________________________   Phone No: _____________________________________

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  ARMANINO LLP, BESSEMER TRUST COMPANY, CARTER FINANCIAL MANAGEMENT, CHILDREN’S MEDICAL FOUNDATION, COMMUNITIES FOUNDATION OF TEXAS, TEXAS WOMEN’S FOUNDATION, FROST BANK, HIGHGROUND ADVISORS, PARKLAND FOUNDATION, TRUIST, QUEST CAPITAL MANAGEMENT, THE CATHOLIC FOUNDATION, VAQUERO WEALTH MANAGEMENT AND HERITAGE AUCTIONS. IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS:  BISIGNANO HARRISON & NEUHOFF, MCBRIDE & ASSOCIATES AT MERRILL LYNCH WEALTH MANAGEMENT, STOUT, RGT WEALTH ADVISORS, CARR RIGGS INGRAM, HERITAGE AUCTIONS, GLAST PHILLIPS & MURRAY, EISNER AMPER, THE WEEKS LAW FIRM, NATIONAL TRANSACTION ADVISORS, DAVIS STEPHENSON, PLLC AND TARLETON + BOSWELL LAW FIRM. 

PAYMENT IS REQUIRED FOR MEETING REGISTRATION.

$25 - Member 

$30 - Guest

PLEASE READ IMPORTANT NOTE BELOW.

IMPORTANT NOTE: THE CONTINUING EDUCATION SUBMISSION LINK FORMS AND ACCESS INFORMATION WILL BE DISPLAYED ON THE RSVP CONFIRMATION RECEIPT IMMEDIATELY AFTER REGISTRATION. 

 

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