Let's Get Fiscal: The Charitable Set-Aside Deduction Explained

Tax-Exempt Organizations and Philanthropy attorneys Shelley Hurwitz and Stacie Nelson will lead a presentation on charitable set-aside deductions at the National Association of Charitable Gift Planners' (CGP) 2026 annual conference. With New Orleans as the backdrop, gift planning professionals from across the country will convene to discuss the latest developments affecting clients, from emerging technology and innovation to leadership development to planning structures and investment management. Shelley and Stacie's session will focus on the substantially set aside deduction, one of the most powerful tools available to protect a charitable bequest and ensure that assets pass in full to a nonprofit as a donor intends, rather than being diminished by taxes. Estate administrators must understand not only how this deduction works but also what questions to ask and what red flags to spot. The presentation will distill this complex topic into a series of clear rules and steps, helping estate administrators thoughtfully craft successful charitable giving plans that align with donor wishes and avoid tax errors that reduce distributions to charitable beneficiaries.

Holland & Knight will serve as the Hotel Keycard Sponsor for this event and will also have an exhibit booth. Several attorneys will also attend the conference alongside Shelley and Stacie and will be on site during the exhibition.