Major Gift Tax Issues - FAQs
11 March 2008 9.00am - 12.15pm
1. UK GiftAid, gifts of shares, property –
planning - Paul Ridout, Farrer & Co
Paul has been a member of the Farrer & Co charity & community team since 2000 and advises a wide range of clients, including charitable trusts and companies, non-departmental public bodies and other non-profit clients, on such matters as charity formation and registration, the drafting of grant contracts, administrative law, constitutional changes and fund-raising.
2. Are your donors crossing borders? -
Paul Bater, Int’l Charity Tax Consultant.
Paul specialises in the tax treatment of charities and other non-profit organisations. He has also served as a trustee and adviser of charities ranging from small local organisations to large national bodies, and as a member of the Large Business and International Tax Sub-Committee of the Tax Faculty of the Institute of Chartered Accountants.
3. What if you have US donors? – Khrista McCarden, Withers LLP
Khrista is a US attorney practising with the London office of Withers LLP. She is a member of the Charities and International Wealth Planning practice groups. Her principal practice area includes advising on optimising cross-border tax incentives for charitable giving and charitable structuring. She also routinely advises on US estate tax and US income tax planning for high net worth individuals.