Maximizing the Benefits of Charitable Donations
Presented by Byron Smith CPA and Catherine Mary Sullivan CPA
CFRE Approval - Approved for 1 Point
Byron Smith and Catherine Mary Sullivan are CPAs who manage the tax services for not-for-profit clients at Gregory, Sharer & Stuart, a local public accounting firm based in St. Petersburg, FL. Byron has extensive experience in planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for-profit organizations.
Byron’s experience in the estates and trusts provides many options to “Land the Philanthropist” necessary to your organization’s success. Byron and Catherine Mary will discuss the many types of gifts possible to a charitable organization and how to best benefit both the donor and the donee. This presentation will provide the members with tips to identify which donors may benefit from a specific gift.
Tuesday - July 21, 2015
11:30 AM - 1:00 PM
Doors open at 11:30 AM
11:45 LUNCHEON BEGINS
LOCATION CHANGE FOR JULY!
The Centre Club is undergoing renovations, so for the month of July the Holiday Inn is available to hold our meeting; so please join us for an exciting presentation!
Holiday Inn St. Petersburg N/Clearwater
3535 Ulmerton Road
Clearwater, FL 33762
Gulf Breeze Buffet
Mahi Mahi with Mango Salsa
Pork Loin with Dark Rum Glaze
Tossed Salad with Jicama Slaw, Crasains, Macadamia Nuts
Jalapeno Coconut Rice
$25.00 for Members
$35.00 for Guests
Payments may be paid in advance or at the door. Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $35 at the door. No shows will be billed.