The World Needs More Good: Help Your Clients Give More with Advanced Charitable Planning

by Reynolds Cafferata

Charities love to get checks, especially large ones, but advanced gifts of property, using chartable trusts and private philanthropic funds can allow your clients to make their philanthropic dollars go farther.  This presentation will overview several strategies you can use to help your clients do more good that the world needs.

Reynolds T. Cafferata is a partner at a tax law firm, Rodriguez, Horii, Choi & Cafferata LLP, and represents charities and donors on issues related to charitable giving, governance, charitable trust litigation and tax.  Mr. Cafferata’s clients include universities, hospitals, community foundations, private foundations as well as banks, and philanthropists.  Mr. Cafferata is a frequent speaker and writer on charitable topics, former adjunct professor at the USC School of Law, a member of the USC Tax Institute Planning Committee, member of the American College of Trust and Estate Counsel, past board member of the National Committee on Planned Giving, and past chair of the National Conference on Planned Giving.  He was named a Daily Journal 2016 Clay Awards Winner, “Attorney of the Year for Extraordinary Achievement in 2015 Appellate Practice” for his work on Estate of Duke.  Mr. Cafferata is a current Board Member of the Corporation of Episcopal Diocese of Los Angeles and the Episcopal Church Foundation.

Thank you to this month's speaker sponsor

Thank you to our annual sponsors

​