Wednesday, December 6, 2023
12-2:00 pm | Mystic Hilton
Plated Lunch Included | Members: Free | Non-Member Fee: $55
'Tis the season! Charitable gift planning is a year-round endeavor, but as we reflect on this season of gratitude, philanthropy often takes center stage this time of year. This philanthropy-themed luncheon will kick off with Dina Sears-Graves and Lisa Ann Curtis from the United Way of Southeastern Connecticut discussing local programs helping our neighbors in need. Following the United Way presentation, Attorney Elizabeth O. Manchester from Partridge Snow & Hahn, LLP will offer:
- updates on tax law impacting estate taxes, gift taxes and charitable giving strategies;
- tips to incorporate in your materials to promote planned and comprehensive giving strategies to donors and affiliated charitable organizations;
- best practices as to governance, policy and endowment practices to promote philanthropy; and
- year-end compliance measures and checklists to prepare for 2024.
Network with your colleagues and learn a bit too, all while enjoying a delicious lunch at this upcoming in-person ETPCEC meeting!
About the Speakers
Dina J. Sears-Graves, President & CEO, & Lisa Ann Curtis, Resource Development Manager, United Way of Southeastern Connecticut
United Way of Southeastern Connecticut’s programs work right here in New London County to help you, your family members, colleagues, and neighbors when help is needed most. Focusing on four key areas of impact (basic needs, community wellness, promoting independence, and thriving children), United Way supporters activate a vital network of local health and human service programs and initiatives that provide a safety net of services that create real, lasting change in New London County.
Elizabeth O. Manchester, Esq., Partner, Partridge Snow & Hahn LLP
As Chair of the firm’s Nonprofit & Tax-Exempt Practice Group, Attorney Elizabeth Manchester’s passion for giving back and philanthropy was inspired by her parents who opened their restaurant in Fall River, the Rocking Horse Pub, on the holidays to feed the homeless.
Elizabeth counsels individuals, families, business owners, and fiduciaries on aspects of estate and charitable planning. She works with corporations to identify philanthropic goals and effectuate corporate philanthropy.
As Chair of the firm’s Elizabeth represents tax-exempt entities, centered on compliance, formation, charitable gift planning issues and best practices. She has extensive experience assisting institutions with the inception of planned giving programs, as well as corporate governance matters and maintenance of tax-exempt status. Elizabeth advises charitable institutions and institutions of higher learning about tax benefits available to donors, to assist in discussions with donors to appropriately advance the organization’s mission.
Serving as external general counsel for public charities and private foundations, Elizabeth advises nonprofits regarding board education and training, fiduciary obligation advice, compliance, donor representation, endowment fund management, finance, Form 990, reporting issues, governance, joint ventures, affiliations, and litigation prevention. In addition, she advises nonprofits regarding managing bequests and complex gifts for organizations, mergers and acquisitions, obtaining and maintaining tax exemptions, policies, political and lobbying restrictions, and tax.