Richard S. Caputo of Fox Rothschild Is Presenter at The 2009 Planned Giving Day Conference

December 8, 2009 – Press Releases

Richard S. Caputo, a partner in the Exton office of Fox Rothschild LLP, spoke at the 2009 Planned Giving Day Conference, “It’s a Wonderful Life,” presented by the Planned Giving Council of Greater Philadelphia on Oct. 28.

Caputo and more than 20 other presenters offered advanced, intermediate and fundamental tracks for seasoned gift-planning professionals, philanthropists, foundations, attorneys and financial planners, as well as for those just starting out in planned giving. Attendees, both donor and nonprofit professionals, gained an understanding of the many planned giving vehicles available and the necessary information to structure and implement planned giving strategies in comprehensive, 60-minute workshops. The event was held at The Union League in Philadelphia.

Caputo’s advanced session, “Planned Giving: Charitable Trusts or Donor Advised Funds,” discussed the problems encountered when donors use charitable trusts to satisfy their philanthropic needs, why donors are establishing donor advised funds rather than charitable trusts, the impact of the Pension Protection Act of 2006 on donor advised funds and the latest trends and developments in philanthropy.

Caputo’s practice at Fox Rothschild focuses on trust administration, Orphans’ Court litigation, tax-exempt organizations and estate planning. He devotes his practice to assisting corporate fiduciaries in obtaining tax-exempt status for their charitable trusts, representing corporate fiduciaries in Orphans’ Court Proceedings, forming public charities, private foundations and supporting organizations and addressing tax-exempt compliance issues such as self-dealing, taxable expenditure responsibility and excess business holdings.

Caputo is experienced in preparing Form 1023 applications, Petitions for Adjudications, Petitions to Terminate, Petitions to Reform, Guardianship Petitions and non-judicial settlement agreements, structuring compensation arrangements and preparing estate planning documents.

Regularly speaking on topics concerning charitable trust administration and philanthropy, Caputo generally presents to tax-exempt clients and has spoken for the Montgomery County Estate Planning Council, Fiduciary Education Foundation, the PBA Wealth Management & Trust Conference, the Committee of Banking Institutions on Taxation and the Pennsylvania Bar Institute.

Caputo belongs to several associations including the American Bar Association, the Tax-Exempt Organizations Committee of the ABA, the Pennsylvania Bar Association and the Berks County Bar Association. He also serves on the board of directors for The Pennsylvania State University Berks Campus as an advisory board member and is the president and director of The Berks County Chapter of the Pennsylvania State University Alumni Association.

Caputo received his LL.M. in Taxation from Villanova University School of Law in 2001, his J.D. from The Dickinson School of Law in 1997 and his B.S. from The Pennsylvania State University in 1994.

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