On Demand: Beyond the Basics: Gifts of Assets and Trusts

This session will feature intermediate-level planned gift techniques.  Approximately 88 percent of donors’ assets are illiquid.  Therefore, gift officers must deftly navigate the terrain of illiquid assets in order to facilitate larger gifts.  Issues and opportunities for Qualified Charitable Distributions, retirement plans, charitable remainder trusts, personal property, and grants from Donor Advised Funds will be highlighted.  Donor and gift examples will be discussed for practical application.
1/20/2021 2:00 PM - 3:00 PM

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