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Quid Pro Quo for Charitable Gifts

SKU: EPP017
Total Credits
1 - 1.2
Price$50
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Description

A quid pro quo (QPQ) gift is a payment made partly as a contribution and partly in consideration for goods or services provided to the donor by the charity (for example, a fundraising banquet, when a donor’s payment to when a donor’s payment to a charity exceeds the cost of the meal). Special rules apply regarding deductions for QPQ gifts. Speakers will take you through the requirements so you can keep your clients out of trouble and help them get a charitable deduction.

Lecturer Bios

Rachel B.G. Sherman, Esq.

Rachel B.G. Sherman is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the Stamford office. She joined the Firm in 1999. Rachel works with high net worth individuals and families to address their estate planning needs, including the preparation of wills and trusts, tax planning, charitable giving, multi-generational planning, planning for retirement benefits and real estate holdings, gifting and preparation of gift tax returns.

Rachel also focuses her practice on estate administration and trust administration, where she advises and assists families through the estate settlement process, handles probate court matters and provides guidance and legal services to fiduciaries.

Katherine Cotter Gent, Esq.

Katherine (“Kacie”) Cotter Gent is an Associate in Cummings & Lockwood’s Private Clients Group and is based in the Greenwich office. Kacie joined Cummings & Lockwood in 2016 and focuses her practice on estate planning, which includes the drafting of Wills, Revocable and Irrevocable Trusts, Powers of Attorney and Health Care documents.

She also advises high net worth individuals on estate, taxation and charitable issues, including estate and gift tax planning, generation-skipping transfer tax planning and income tax planning. In addition, Kacie administers estates and trusts, in which she represents Executors/Personal Representatives and Trustees.



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