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Stephen Olsen on Tax & Legal Trends Impacting Charitable Giving

Stephen J. Olsen - Trusts & Estates, TaxationGawthrop Greenwood partner Stephen J. Olsen spoke before the Chester County Estate Planning Council on “Tax & Legal Trends Impacting Charitable Giving Techniques.” The September 14, 2023 presentation covered topics including:

  • Who should focus on charitable giving: Varying income levels & goals
  • How charities can better position themselves to be the beneficiaries of planned gifts
  • Ensuring that a donor’s wishes are understood and carried out
  • Ways donors and nonprofits can continue to benefit from planned giving
  • How professional advisors can support and advance those efforts

Olsen is a member of the Trusts and Estates Department at Gawthrop Greenwood, where he practices in taxation, estate and trust administration, estate planning taxation and business transactions. He is a Faculty Director of the Villanova University Graduate Tax Program.

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