Charitable Giving Options, Strategies and How to Discuss Planning with Clients
Program Planner:
Joe Carter, Oklahoma City Community Foundation
The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.
Speaker(s):
Joe Carter, Oklahoma City Community Foundation
Christin Mugg, Ball Morse Law
Various topics, which include:
1. Private Foundations, Donor Advised Funds and Supporting Organizations
2. Charitable Remainder and Charitable Lead Trusts and Charitable Gift Annuities
3. Charitable Giving Strategies
4. How to Discuss Charitable Giving with Clients
5. Ethical Issues of Charitable Planning
6. Oklahoma Bar Foundation Impact - Presented by the Oklahoma Bar Foundation
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.
The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.