Current Issues in Charitable Giving

Current Issues in Charitable Giving

Current Issues in Charitable Giving

March 7, 2019 • 12:45pm-3:00pm • Two City Center, 3rd Floor Portland

Important developments in charitable planning tax strategies, in particular the impact of changes in the 2017 tax act will be discussed.

Discussion Highlights:

  • Impact of the 2017 Act tax rate changes and the higher standard deduction
  • New limits on certain charitable gifts
  • New excise taxes for charitable organizations
  • Update of the regulations on substantiation of charitable gifts and strict enforcement of the substantiation rules
  • Charitable planning in light of the higher estate tax exclusion
  • Recent case law on conservation easements
  • Possible new rules for Donor Advised Funds

Portland Trust Company is pleased to offer Continuing Education opportunities featuring tenured professionals from the American Bankers Association Trust Schools.


Thomas W. Abendroth, Partner, Schiff Hardin LLP

Charles “Skip” D. Fox IV, Partner, McGuireWoods LLP

“Recent Developments in Estate and Trust Administration” has been approved for:
2.5 CTFA credits
2.5 CISP credits                                                                                                                                                                                                                                                                                                                                     2.0 CPE credits for CPAs (Taxes)
2.0 Maine CLE credits

RSVP or 558-6222