Wednesday, December 15, 2021


11:30 AM - 1:00 PM


Virtual Program

Tax Policy, Philanthropy and Structural Racism

The COVID-19 Pandemic of 2020 and much of the racial reckoning we experienced brought a heightened awareness to many of the inequities in American society. Within this context, the above issues of structural racism, tax policy and philanthropy are complicated. In her Blueprint 2021, Lucy Bernholz of Stanford University says, "despite episodic progress in the areas of basic human and civil rights throughout its history, the U. S. remains a deeply inequitable and structurally unjust country… foundations and nonprofits — many of which see themselves as part of the solution — are produced and privileged by the same political and economic systems that perpetuate those inequities and therefore must engage in a deep analysis of their own complicity before they can hope to truly bring forward justice and equity for all." The organizations we work for are trusted brands and influencers.

With our voices, we have the opportunity to be agents of change. Many of the prospects, donors, and professional advisors we work with want to make a difference. We can help them. When appropriate, through dialogue, we can bring awareness to how they can be part of the solution.

Join us to hear about what three organizations, among many, are doing in this space and leave with key take-aways, you can implement in your own personal and professional lives.

Handout 1

CFREThis program has been approved for 1.5 CFRE credits.

Carlo LauroreSpeaker: Carl A. Wayne, J.D., Senior Advisor, Charitable Estate Planning, American Heart Association
Speaker Bio: Carl specializes in charitable estate planning utilizing contributions of cash & appreciated non-cash assets to fund bequests, CGAs and CRTs. Based in Los Angeles, California, his focus is nurturing relationships with professional advisors and contributors to AHA.

His career includes stints at UCLA, CSU, Long Beach and UNCF. His BA in Political Science is from UCLA and Juris Doctorate from UWLA School of Law. A licensed attorney he currently serves on Financial Planning Association (FPA) National Board of Directors; and Advisors in Philanthropy (AiP) National Board of Directors.

Activities include biking, walking, movies, cooking, reading, and perusing vintage bookstores when traveling throughout his assigned territory.