Program

3:00pm – 4:00pm

RESERVATIONS

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by Friday, December 10th

You will be sent a return email confirmation.

Once the handout for this program has been made available to us, you will be able to access it here.

About the program

There is often a disconnect between how professional advisors and their clients perceive charitable giving conversations and we will explore ways to make the connection and strengthen client relations.  We will study the current trends in charitable giving and planning opportunities after the 2017 tax law changes, SECURE Act, CARES Act, and the Consolidation Appropriations Act.  We will take a deep dive into donor advised funds and discover how this vehicle can provide benefits to your clients.  We will conclude with discussing some best practices and hot charitable topics that you can share with your clients.  

About Ginger Mlakar

As General Counsel, Ginger Mlakar serves as in-house legal counsel and oversees the Cleveland Foundation’s gift planning team. She came to the Cleveland Foundation in July 2009 after 16 years practicing law in the area of estate and charitable gift planning and administration. Ginger is a frequent speaker on legal and tax issues surrounding charitable giving. Ginger has been named among the Best Lawyers in America and the Top 50 Female Ohio Super Lawyers List by Law and Politics magazine. She graduated summa cum laude from The Ohio State University with a Bachelor of Science degree in business administration and earned her juris doctorate from The Ohio State University Moritz College of Law.

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