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Inaugural International Symposium A Success
Collaborative International Gift Planning Event Infuses New Interest into
Burgeoning Field
Gift planning associations in three countries have successfully opened new
dialogue into the future potential of international philanthropy. The
International Gift Planning Alliance, comprised of U.S.-based The National
Committee on Planned Giving, the Canadian Association of Gift Planners
(Association Canadienne des Professionnels en Dons Planifiés), and the
European Association for Planned Giving, hosted the inaugural International
Symposium on Cross-Border Charitable Giving May 2 - 3 in New York City.
The program, featuring the foremost experts in the field, provided in-depth
sessions covering international tax laws and regulations, and other
considerations when facilitating a gift that crosses borders. Ninety gift
planning professionals from five countries were in attendance.
Tanya Howe Johnson, NCPG president and CEO, and the founder of the
International Gift Planning Alliance, created the event to spur new
discussion about an area of charitable gift planning ripe for future growth.
"Through technological advancements, the world is shrinking," said Johnson.
"Philanthropists are finding themselves increasingly interested in reshaping
and sustaining the global community in addition to valued charities in their
own countries. We owe it to these donors to have the knowledge base
necessary to properly structure these sometimes complex gifts in the most
beneficial way to both donor and beneficiary." Based on the success of the
event, Johnson says the alliance will host another symposium, very likely in
the spring of 2007.
The inaugural symposium faculty was comprised of some of the most
sought-after authorities on the subject of cross-border philanthropy:
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Victoria
Bjorklund, Simpson Thacher & Bartlett LLP, New York; author, New
York Nonprofit Law and Practice and vice-chair of the IRS's Tax
Exempt/Government Entities Advisory Committee ;
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Richard A.
Cassell, Withers LLP, London, England; speaker and prolific author on
cross-border philanthropy
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Dr. Graham Davies,
Charities Aid Foundation, London, England; international management expert
in the public, private and nonprofit sectors
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Emanuel "Emil" J.
Kallina, II, president of Kallina & Associates, in Baltimore,
Maryland; nationally recognized speaker on estate planning and charitable
giving and frequent author on these topics
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Dr. Frank Minton,
Planned Giving Services, Inc., Seattle, Washington; author, Planned
Giving for Canadians and Charitable Gift Annuities: The Complete
Resource Manual
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Jane Peebles,
partner, Freeman, Freeman & Smiley, Los Angeles, California; author of
The Handbook on International Philanthropy, and educator of
international charitable gift planning for the American Institute for
Philanthropic Studies at Cal State Long Beach
To link to Jane Peebles' Symposium paper, Basics of U.S. Income, Gift and
Estate Tax Deductions for Grants for Use Abroad, click
here.
To link to Emil Kallina's Symposium paper, Cross-Border Grants by U.S.
Private Foundations, click
here.
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