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Current Issues in Charitable Giving

Aired: Thursday, March 7, 2019

2.5 CTFA, 2.5 CISP

Important developments in charitable planning tax strategies, in particular the impact of changes in the 2017 tax act are discussed in this informative recorded webinar.

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


  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP


 Continuing Education Credits


ABA Professional Certifications has approved this program for 2.5 CTFA and 2.5 CISP continuing education credits for the live program and the recording.

Recordings are not eligible for CFP credits.CPE logo

Recordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

​​Questions? Please contact Linda Shepard / Cari Hearn for more information.




Recorded Webinar

Suite Savings!

The recorded program is also available as part of the 2019 Trust & Financial Advisor Services Recorded Webinars Suite.



  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs

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