The newly drafted tax code provides a first step on what is likely to be a long road, but leaves a considerable amount of uncertainty with respect to its impact on individuals, businesses and institutions. While some await greater certainty, the wait-and-see approach holds certain disadvantages for certain families and individuals that are actively involved in philanthropy and multi-year gifts. Now is very likely the time to accelerate those gifts and lock in higher savings before the end of the year. 

Listen to the replay of our tax code changes and charitable giving webinar, where our experts shared their perspectives on the proposed tax changes, the potential future reduction in tax benefits for charitable giving, and giving strategies to consider now before the end of 2017.  

Also, please read our latest thinking on the proposed tax changes, including Four Key Points in the Latest Republican Tax Proposal and Tax Planning in the Face of Political Uncertainty.   

If you are unable to join us on October 25, a digital replay will be available either through the Webinar link or by calling the appropriate number here. The passcode for all those calling into the replay is 9166881.


Click here to access the webinar presentation slides.


Joan Crain 
National Wealth Strategist

Avery Tucker Fontaine
Head of Strategic Philanthropy

Keith Kellum
Senior Wealth Analyst

William F Morgan
Senior Investment Officer 

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