Newer gift planners will benefit from the fundamentals track. Basic guidelines for gifts of cash, stock and real property are reviewed. Faculty will explain bequests, estate planning, charitable remainder unitrusts and handling major gifts of appreciated property.
Instructor: Ilana Ormond
Some of us have sleek, fast cars (highly successful planned giving programs), and some have slower, simpler vehicles (smaller, newer programs), but ALL of us in the nonprofit world should be on this highway. During this session, we will discuss how you can get your planned giving program (or “car”) on that highway – what parts are needed for assembly, what fuel is required, what type of engine to build, and more. This session is perfect for those new to planned giving or initiating a brand new planned giving program. Those looking for a refresher on the fundamentals are welcome too!
Instructor: Kristen Schultz, JD, LLM
Do you know about the recent changes in IRS gift requirements? You must follow the IRS requirements to ensure that your donor's gifts are deductible. Kristen will explain the changes in gift and substantiation for cash and noncash properties, how to properly complete Section B of Form 8283, the new appraisal requirements and the rules for difficult-to-value properties. There will also be discussion of the special rules for gifts of art, vehicles, closely held stock and IRA rollover gifts.
Instructor: Gene Christian
Are you struggling to set aside enough money in your budget to really focus on promoting a planned giving program? Is your time gobbled up doing everything else but planned giving? This session will focus on several easy, proven, tools and techniques to help maximize your time and budget dollars in a way that will generate significant results for your organization.
Instructor: Bill Knox, JD
The creation, funding and termination of charitable remainder trusts require skill and careful planning. Bill will review strategies for creating annuity trusts and the four unitrust types, taxation and payout rules, required document provisions, issues raised by gifts of varying assets and steps for trust termination. Special emphasis will be placed on challenges to unitrust formation including gifts of encumbered property, prearranged sales, self-dealing and unrelated business income tax issues.
