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The Latest Tax Proposals and Their Potential Impact on Non-Profits
Manage episode 306441366 series 2815319
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Guests:
Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®, Director of Financial Planning, Key Private Bank
Cynthia J. McDonald, CTFA, National Director of Philanthropic Advice, KeyBank Institutional Advisors
In this Key Wealth Matters Podcast episode, our team discusses President Biden’s proposed tax plan and the potential impact on charitable giving and nonprofits for the remainder of the year and into 2022. Our host, Key Private Bank Senior Relationship Manager Tracey Collins, is joined by Director of Financial Planning for Key Private Bank, Tina A. Myers, CFP®, CPA/PFS, MTax, AEP®, and National Director of Philanthropic Advice with KeyBank Institutional Advisors, Cindy McDonald, to delve into the key steps both nonprofits and donors can take to prepare for potential legislation.
- 01:24 - What are the potential effects President Biden's tax proposal could have on charitable planning for individual donors?
- 06:46 – Could these potential changes affect how nonprofits interact with their donor base?
- 08:08 - Could Biden's tax proposal affect income streams for nonprofits?
- 09:07 – What is the best type of gift to give?
- 12:25- What is the impact of the tax plan on planning strategies typically used for charitable giving?
- 15:15 - Should donors and nonprofits wait until the tax plan is finalized before making any gifting decisions?
- 16:51 – What can nonprofits do right now to encourage gifting?
- 19:13 – What are the key steps nonprofits can take with their donors now to address the current tax environment as well as donor uncertainty?
To submit questions to our experts on this topic or provide suggestions, contact us at: kpb_wealth_institute@keybank.com.
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