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PGRT – Charitable Impact with Retirement Assets:
New Developments and Expanding Opportunities

Name: PGRT – Charitable Impact with Retirement Assets: New Developments and Expanding Opportunities
Start: 2023-05-23T08:00:00-04:00
End: 2023-05-23T10:00:00-04:00
Location: DoubleTree Hilton

May 23 @ 8:00 am – 10:00 am

DoubleTree Hilton

1726 Reisterstown Road
Pikesville, Maryland 21208 United States

$25

Presenter: Brad Bedingfield
Partner at Hemenway & Barnes LLP

8:00 a.m. Networking | 8:30 a.m. Program

Light breakfast. Dietary laws observed.

As part of the new SECURE Act 2.0, Congress has continued its recent trend of encouraging distributions to charities from IRAs. Brad will discuss current opportunities for using retirement assets to fulfill philanthropic objectives in a tax-efficient manner, and provide some perspective on what both charities and donors are doing to take advantage of recent changes in the law. Whether considering lifetime giving or post-death impact, applying “tax-heavy” assets to fulfill charitable goals can benefit both donors and the institutions they support.

This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.

Questions? Contact Jackie Yahr at jyahr@associated.org or 410-369-9248.

Speaker Bio

Brad Bedingfield is Partner and Chair of the Nonprofit Practice Group at Hemenway & Barnes LLP. Brad advises private clients on securing their long-term goals related to preserving and protecting their wealth and executing their philanthropic endeavors. He counsels families on structured charitable giving, estate planning and lifetime gifting strategies as well as coordination of tax and legal requirements for cross-border families.

Brad was recognized as a Notable Practitioner assisting US and international high net worth families with philanthropy and trusts and estates planning in Chamber’s High Net Worth guide. He is a fellow at the American College of Trusts and Estate Counsel (ACTEC) and frequently speaks on topics related to charitable planning, domestic and international estate planning, and impact investing.

Brad has more than 15 years of experience in private practice with national firms and also previously worked as a tax law specialist with the Exempt Organizations Division of the IRS in Washington, D.C. He received his JD from Columbia Law School.