“PERMANENT IRA CHARITABLE ROLLOVER PROVISION”

As of December 18, 2015, the IRA Charitable Rollover was passed by Congress and signed into permanent law by the President. The IRA charitable rollover has proven to be very popular with taxpayers and beneficial to charities. Despite its broad appeal, the provision remains limited in several respects: it is limited to taxpayers age 70½ or older; the amount of gifts is capped at $100,000; and donors are specifically not permitted to make charitable rollovers to donor-advised funds, supporting organizations, and private foundations.

Learn more on how this will affect your charity and future donors.

OUR PRESENTER

DARICE L. HICKEY
Attorney
Woods Oviatt Gilman, LLP

Darice L. Hickey concentrates her practice in the areas of individual income taxation, partnership taxation, and trust and estate taxation.  Mrs. Hickey received her LL.M. degree in taxation from New York University School of Law. She earned her J.D. from the State University of New York at Buffalo, cum laude.

TIMES:   

7:30 a.m.   -  Registration and Breakfast Buffet
8 – 9 a.m.  -  Presentation

Meeting will be held in the Lounge/Loggia on the second floor of the Saturn Club.

THANK YOU TO OUR MONTHLY PROGRAM SPONSOR:

SPONSOR CONTACT:
KATHLEEN M. CHRISTY
Vice President of Institutional Advancement
D'Youville College • 320 Porter Avenue • Buffalo
716-829-7801 • [email protected]

 
Their support has made this program possible.
If you are interested in learning how you can become a monthly sponsor,
please contact us at [email protected] or call 508-0742.

The Western New York Planned Giving Consortium, Inc. is a not for profit professional organization which was founded in Buffalo in 1993. We are a local council of the Partnership for Philanthropic Planning headquartered in Indianapolis. Our mission is to help people and organizations create charitable giving experiences that are the most meaningful in achieving both charitable mission and the philanthropic, financial, family and personal goals of the donor.