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Gift Planning Quiz

Jonathan Tidd has been presenting his Gift Planning Quiz to audiences for many years – but this will be a first in Philadelphia! This session is designed to test and increase your knowledge of gift planning. Jon will challenge attendees with a series of questions covering the whole spectrum of gift planning issues that involve tax and/or legal implications... and provide the answers at the end of the program. Will you pass the test? Join us to find out!

Jonathan Tidd, Esq. is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. Renowned planned giving expert, Jonathan will discuss an array of real-world cases and problems based on his personal experiences with donors and charities, with references to the tax code, IRS rulings and court cases. Issue identification is one of the skills that will be particularly emphasized during these case presentations. Jonathan’s clients include a wide range of educational, healthcare, arts, human rights and social service organizations. His articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut and New York Bars.