Navigating the Current Charitable Planning Landscape: A View from the Inside

Date: Tuesday, December 1, 2020
Time: 11:30am - 1:00pm
Location: Virtual meeting via Zoom
Speaker: Ginger Mlakar, JD, CPA, AEP

Thank you to our Sponsors!

Platinum Sponsors: Longmont Community Foundation and Midwest Trust
Gold Sponsors: Bank of America Private Bank, Bedford Wealth Advisors, and Gibraltar Valuations
Bronze Sponsor: Weinberger Law, LLC

As the Cleveland Foundation’s General Counsel, Ginger Mlakar serves as in-house legal counsel. As Senior Director, Donor Relations, she oversees the Cleveland Foundation’s donor stewardship program. In this role, she connects donors to their charitable interests. Additionally, she serves as in house legal counsel on charitable gifting and estate administration issues, and facilitates the acceptance of complex charitable gifts. She came to the Cleveland Foundation in July 2009 after 16 years practicing law in the area of estate and charitable gift planning and administration. Her previous positions include partner in the personal succession and planning practice group at Thompson Hine LLP and of counsel in the estate planning and probate practice group at Benesch, Friedlander, Coplan & Aronoff LLP. She is also a certified public accountant.


Ginger has served on the boards of several area organizations, including the Girl Scouts of Lake Erie Council, the Estate Planning Council of Cleveland, the Bay Village Education Foundation, the Bay Village Foundation, the LGBT Community Center of Greater Cleveland, the Cleveland Leadership Center, and as treasurer for the Cleveland Metropolitan Bar Association, Cleveland Metropolitan Bar Foundation, and Bay Soccer Club. She was the president for the Cleveland Metropolitan Bar Foundation. She is currently on the board for the National Association of Estate Planners and Councils and is an AEP ® Accredited Estate Planner. She has been a member of advisory groups for University Hospitals, the Cleveland Orchestra, and Case Western Reserve University. Additionally, she is an active fellow of the American College of Estate and Trust Council, and an Estate Planning, Trust and Probate Law Council member for the Ohio State Bar Association. Ginger is a frequent speaker on legal and tax issues surrounding charitable giving.

Ginger has been named among the Best Lawyers in America and the Top 50 Female Ohio Super Lawyers List by Law and Politics magazine. She was a member of the Leadership Cleveland Class of 2014. Ginger has received the Cleveland Metropolitan Bar Association's Women in Law Making a Difference and President's Awards, the Cleveland Metropolitan Bar Foundation's Outstanding Leadership Award, and the Estate Planning Council of Cleveland’s 2019 Distinguished Estate Planner Award. She graduated summa cum laude from The Ohio State University with a Bachelor of Science degree in business administration and earned her juris doctorate from The Ohio State University Moritz College of Law.

Venue:

This live event will be conducted virtually via Zoom.  Check in and networking will start at 11:30 a.m., and the business meeting will commence at 11:45.  The speaker will start at 12 noon.  

Program:

There is often a disconnect between how professional advisors and their clients perceive charitable giving conversations and we will explore ways to make the connection and strengthen client relations.  We will study the current trends in charitable giving and planning opportunities after the 2017 tax law changes, SECURE Act and CARES Act.  We will take a deep dive into donor advised funds and discover how this vehicle can provide benefits to your clients.  We will conclude with discussing some best practices and hot charitable topics that you can share with your clients.

CE credit status:  CFP, CLE, CPA, CLU/Insurance: Pending.  Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour.

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