John McFarland, Charitable and Planned Giving connoisseur, and Miller Johnson bring you West Michigan Philanthropy Podcast.
West Michigan Philanthropy will educate the public on charitable and planned giving opportunities and the local organizations that could benefit from their support. John will interview guests on the missions of their charities, their experiences with giving, and more!
Lessons Learned from Hoensheid v. Commissioner: “Virtually Certain” Sales, the Anticipatory Assignment of Income, and the Qualified Appraisal Requirements John McFarland, with Miller Johnson’s Private Client Group, and Jon Beer, with Chicago based firm Levun, Goodman & Cohen, discuss the ins and outs of the recent Tax Court Case, Estate of Hoensheid v. Comm’r, T.C. […]
Donor Motivation: How to Start the ‘Giving Conversation’ In this episode of West Michigan Philanthropy, Miller Johnson Attorney John T. McFarland welcomes Teresa Reid, Catholic Foundation of West Michigan’s Gift Planning Officer, to discuss tips on uncovering donor motivations and how to have legacy giving conversations. About Our Guests: Teresa Reid Teresa Reid has more […]
Why Donors Establish Charitable Gift Annuities In this episode of West Michigan Philanthropy, Miller Johnson Attorney John T. McFarland welcomes Mark Tremaine, Cornerstone University Regional Stewardship Manager, to discuss why charitable gift annuities are popular with donors age 55 and older. About Our Guests: Mark Tremaine Mark Tremaine serves Cornerstone University as the Regional Stewardship […]
Understanding Charitable Remainder Unitrusts (CRUTs) In this episode of West Michigan Philanthropy, Miller Johnson Attorney John T. McFarland, and Carolyn Kley Fanning, with Hillsdale College, discuss the ins and outs of Charitable Remainder Unitrusts (CRUTs). CRUTs provide taxpayers with the opportunity to bypass capital gains taxes, increase income, and obtain a charitable income tax deduction. […]
Donor Advised Funds: A Simple and Strategic Way to Give to Charity A donor advised fund (DAF) provides donors with the opportunity to take an immediate charitable income tax deduction for their contributions to the fund. Donors may then make grant recommendations to the DAF administrator for grant distributions to any qualified public charity. In this […]
How New Secure Act Provides Tax Benefits To Donors In the premiere episode of West Michigan Philanthropy, Miller Johnson Attorney John T. McFarland explores Secure Act 2.0’s new tax advantages with qualified charitable distributions with Jennifer Yelovina, Senior Director of Gift Planning at Western Michigan University, and Brad Kaufmann, Director of Planned Giving at Mary […]
Email Disclaimer
Please be advised that contacting Miller Johnson or one of its attorneys by email does not constitute establishing an attorney-client relationship or otherwise confidential relationship between you and the Firm. Please do not give us any information you regard as confidential until a formal attorney-client relationship has been established. Any information you give to us before establishing an attorney-client relationship will not be regarded as privileged or confidential. Do you wish to proceed?
How New Secure Act Provides Tax Benefits To Donors
In the premiere episode of West Michigan Philanthropy, Miller Johnson Attorney John T. McFarland explores Secure Act 2.0’s new tax advantages with qualified charitable distributions with Jennifer Yelovina, Senior Director of Gift Planning at Western Michigan University, and Brad Kaufmann, Director of Planned Giving at Mary Free Bed Rehabilitation Hospital Foundation.
About our Guest’s:
Jennifer Yelovina, CFRE, CAP®
Senior Director of Gift Planning Western Michigan University
Jennifer joined the WMU Advancement team as the Senior Director of Gift Planning in 2022. She has 20+ years of major and planned gift experience as a manager and a fundraiser. Prior to WMU, Jennifer established a Planned Giving program for a hospital in northern Michigan, providing leadership and support for foundation affiliates throughout the state and building a network of professional advisors throughout the region.
Jennifer is the immediate past President and the former Program Committee Chair for the Western Michigan Planned Giving Group, is a member of the National Association of Charitable Gift Planners, and the American Council on Gift Annuities. She has earned the Chartered Advisor in Philanthropy (CAP®) and Certified Fundraising Executive (CFRE) credentials and holds a master’s degree in Public Administration from the University of Michigan-Dearborn.
Brad Kaufman, CFRE
Brad Kaufmann, CFRE serves as Director of Planned Giving for the Mary Free Bed Hospital Foundation and is responsible for identifying and securing planned gifts as well as leading the annual fund efforts for the foundation.
Brad has worked in the nonprofit arena for more than 24 years, including development and leadership positions with both healthcare and education organizations. He was the Director of Annual Giving for the Spectrum Health Foundation in Grand Rapids, and President of Junior Achievement of Southwest Michigan serving the Battle Creek and Kalamazoo areas. Other roles include the Vice President of Marketing for Junior Achievement USA and with the United States Congress.
Brad grew up on the East Coast and is a graduate of the University of Vermont. He has lived in West Michigan since 2005.
West Michigan Philanthropy Podcast
John McFarland, Charitable and Planned Giving connoisseur, and Miller Johnson bring you West Michigan Philanthropy Podcast. West Michigan Philanthropy educates the public on charitable and planned giving opportunities and the local organizations that could benefit from their support. John interviews guests on the missions of their charities, their experiences with giving, and more!
You can also find “West Michigan Philanthropy” on: