Hawaii Community Foundation
Professional Advisors

 

FALL 2021

Tax Smart Charitable Giving, Especially with Retirement Assets

On September 23, the Hawai‘i Community Foundation and Hawai‘i Estate Planning Council hosted a webinar with guest speaker Christopher R. Hoyt, J.D., Professor of Law at the University of Missouri Kansas City School of Law.

Professor Hoyt’s humor and expertise captivated 150 attendees as he shared his tax smart charitable giving strategies, including “bunching gifts” with donor advised funds, qualified charitable distributions from IRAs, and naming a charitable remainder trust as a beneficiary of an individual retirement’s account.

Webinar
https://www.youtube.com/watch?v=CSoYuE6aLnU

Resources:
Tax-Smart Charitable Giving Presentation - Sept. 2021
Deferred Compensation to Charity: Tax-Smart Charitable Giving