Charitable Gifts of Illiquid Assets

Presented by: Corliss Taylor, J.D., CTFA

• Types of illiquid assets being considered for gifting

• The associated charitable deduction for illiquid asset contributions

• Timing the illiquid asset contribution

Wednesday, October 13, 2021

12:00 pm - 1:00 pm

Advance reservations are required

CGP Tampa Bay Members - $10.00

CGP Tampa Bay Member Covid Hardship - Free

Guests - $15.00

Please register to be sent the link/code to join the Session.

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Thank you to our program sponsor

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ANNUAL SPONSORS:

• Community Foundation Tampa Bay
• Johns Hopkins All Children’s Hospital Foundation
• Johnson, Pope, Bokor, Ruppel & Burns, LLP
• TOP Jewish Foundation
  
• USF Foundation, Office of Gift Planning

Speaker Bio

Corliss Taylor serves as the trust consultant for the Midwest Region and provides advisors and their clients with awareness and understanding of the services offered by Raymond James Trust. Corliss is also the appointed national co-chair of the Women's Inclusion Network for Raymond James Financial, working tirelessly to incorporate diversity and inclusion into the corporate conversation.

Corliss came to Raymond James in 2012 after more than 15 years of banking, private wealth management, trust and estate planning experience. Most recently, Corliss worked for Bank of America Private Bank in the West Central Florida market.

She also managed a team of associates who specialized in cultivating high-net-worth client relationships, trust and estate planning and problem resolutions.

Corliss is a native of Atlanta, Georgia. She received her bachelor's degree from Brown University and also holds a master's degree in business administration and her Juris Doctor degree. Corliss has also earned her Certified Trust and Fiduciary Advisor designation from the American Bankers Association.