Charitable Planning with Complex Assets

01 May 2019 Published in Events

Understand the process, resources and potential tax benefits associated with donating complex and illiquid assets to charity.

Date: Wednesday, May 29th from 11:45 a.m. – 1:00 p.m.

About this Event

Charitable giving can entail much more than donations of cash and public stock. Donors can give a variety of complex assets to charitable causes and receive a significant tax advantage. However, in order to receive these tax benefits, agents need to be aware of the unique issues and processes associated with these gifts.

Join the Community Foundation of Utah's CEO Alex Eaton and Kirton McConkie Chairman Brent Andrewsen as they share their knowledge on how to gift complex assets to charity.

Lunch provided.


Click here to learn about how the Community Foundation of Utah works with complex assets.