Listen to the replay of BNY Mellon Wealth Management's Planned Giving group discussing Charitable Gifts of Business Interests with Jere Doyle, Estate Planning Strategist. Expanding on his presentation at our 2018 Client Conference, Jere covers gifts of publicly traded securities, S corporation stock and partnership interests. He also discusses gifts of ordinary income property, unrelated business income and the assignment of income doctrine and how these concepts affect charitable giving.

Replay information: If you cannot attend, an audio replay will be available through December 31, 2018. Dial-in information for the global teleconference replay can be accessed here.
The passcode for the replay is 3377299.

Jere Doyle, IV
Senior Vice President & Estate Planning Strategist 

Access the presentation slides here

Approval is pending for CFPs, CTFAs and attorneys in applicable states.

Participants maintaining their CPA certification are eligible to receive 1 CE credit for participation.
The Bank of New York Mellon 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2471. NASBA phone number: 615 880 4200 Web site: