WEPC Meeting: Estate Planning for Philanthropy & Charitable Giving: The Structure and Impacts of Legacy Planning for Donors, Advisors and Attorneys
Date: Thursday, May 8, 2025
Time: 5:30pm - 7:00pm
Location: The Denver Foundation, 1009 Grant St, Denver, CO 80203
Speaker: Heidi J. Gassman, Robinson Waters & D’Orisio, P.C.; Claire Tobin, The Denver Foundation; Wesley Colquitt, The Denver Foundation
This presentation is for estate planning professionals interested in obtaining a deeper knowledge on structures for charitable giving. You will learn about various methods to incorporate philanthropy, in a tax efficient manner, during life and for legacy goals. Examples will include; Qualified Charitable Distributions (QCD), Donor Advised Funds (DAF), Charitable Lead Trusts (CLT), and Charitable Remainder Trusts (CRT). You'll also learn how local foundations work with their donors to utilize these solutions.
Panelists:
Heidi J. Gassman, Robinson Waters & D’Orisio, P.C.
Claire Tobin, The Denver Foundation
Wesley Colquitt, The Denver Foundation
