Seminar for Professional Advisors 

"Charitable Giving in Kentucky 2012:
Tools and Opportunities to Further Your Clients' Giving & Tax Goals"

3.25 hours of CLE, including 1 hour of Ethics for Kentucky
3.25 hours of CPE

9:30   a.m.              REGISTRATION

10:00 a.m.              Welcome and Announcements

10:15 a.m.              The Charitable Giving Landscape

10:40 a.m.              Kentucky Transfer of Wealth Study and Endow Kentucky Tax Credit        

11:20 a.m.              Community Foundations and Endowment Funds

11:40 a.m.              A Charitable Fund as a Strategic Complement to a Private Foundation or a                                    Tax Effective Alternative

12:00 p.m.              LUNCH BREAK

12:30 p.m.              Ethics of Advising Clients On Charitable Planning and How a Community                                       Foundation Can Help

1:30 p.m.                Examples from the Field – Community Foundation Panel Discussion

2:00 p.m.                SESSION CONCLUDES

Allison Peck Lankford serves as the vice president and general counsel at Blue Grass Community Foundation, where she oversees donor services, affiliate and nonprofit services, development and advisor outreach, and legal affairs.  Allison works directly with donors and their advisors to help them develop customized philanthropic plans to meet their charitable giving goals.  Prior to joining the Foundation in 2007, Allison was an attorney at Wyatt, Tarrant & Combs, LLP in Louisville, KY and McBrayer, McGinnis, Leslie & Kirkland in Lexington, KY.  She also served as an adjunct professor at Jefferson Community College, teaching nonprofit law.  Allison received her bachelor’s degree in Sociology and Political Science from Furman University and her law degree from the University of Kentucky College of Law.