WEBINAR: Navigating the Current Charitable Planning Landscape: A View from the Inside.

Date: Tuesday, November 17, 2020
Time: 12:00pm - 1:00pm
Location: Webinar only
Speaker: NAEPC Speaker Ginger Mlakar, JD, CPA, AEPĀ®

Due to the speaker's travel restrictions until the end of 2020, we will host this event as a webinar only. 

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 and CARES 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.


As the Cleveland Foundation’s Senior Counsel & Director, Donor Relations, Ginger oversees their donor stewardship program where she connects donors to their charitable interests. Additionally, she serves as in house legal counsel on charitable gifting and estate administration issues, and facilitates the acceptance of complex charitable gifts. She joined the Cleveland Foundation in July 2009 after 16 years practicing law in the area of estate and charitable gift planning and administration. Ginger has served on the boards of several organizations, including the Girl Scouts of Lake Erie Council, the Estate Planning Council of Cleveland, the Bay Village Education Foundation, the Bay Village Foundation, the LGBT Community Center of Greater Cleveland, the Cleveland Leadership Center, and as treasurer for the Cleveland Metropolitan Bar Association, Cleveland Metropolitan Bar Foundation and Bay Soccer Club. She was the president for the Cleveland Metropolitan Bar Foundation. She has been a member of advisory groups for University Hospitals, the Cleveland Orchestra, and Case Western Reserve University. Additionally, she is an active fellow of the American College of Estate and Trust Council, and an Estate Planning, Trust and Probate Law Council member for the Ohio State Bar Association. 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 has received the Cleveland Metropolitan Bar Association's Women in Law Making a Difference and President's Awards, and the Cleveland Metropolitan Bar Foundation's Outstanding Leadership Award. Ginger 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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