Description

Subject: Techniques for Charitable Giving

Presenter: Cymbre Van Fossen, J.D.

Executive Directors and Board members are often asked to be on the front line of developing an effective planned giving program for their charitable organizations. But this can be a challenging task without some knowledge of the variety of tax-advantageous giving techniques available to your donners! Our speaker will delve into the range of giving options (both during life and at death) from the simple to the highly com-plex. She will also share a variety of gift planning challenges, mistakes and solutions she’s seen from both the professional advisor and nonprofit perspective. This presentation will be interactive – so be prepared to share your own “lessons learned” from the field!

You’ll come away from this “Lunch & Learn” with an understanding of the wide array of gifting options available to potential donners, as well as an understanding of how to collaborate with expert partners to avoid the pitfalls and leverage the opportunities that come with various charitable giving techniques.