Honora Shaughnessy—Senior Executive Director of Alumni Relations
McGill University—Montreal, Quebec
Canada
Conferences & Training

Implications of the Fiscal Cliff Deal on Giving to Education

Feb. 26, 2013
Online
2 - 3 :15 p.m. Eastern



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On Jan. 2, President Obama signed the American Taxpayer Relief Act of 2012 into law. The new law, enacted to avert the “fiscal cliff,” preserves the charitable deduction, permanently extends the estate tax and retroactively extends the IRA charitable rollover through 2013. During this webinar, charitable giving expert Robert Sharpe outlines the provisions of the American Taxpayer Relief Act of 2012 and their potential impact on giving to colleges, universities and independent schools.

 

Speaker

Robert SharpeCrystal Apple AwardRobert Sharpe
President
The Sharpe Group

Robert Sharpe, Jr. is president of The Sharpe Group and has more than 30 years of charitable gift planning experience. The Sharpe Group consults nationwide with a number of leading educational, health, social service, and religious organizations and institutions in implementing their major and planned gift development efforts. With offices in Memphis, Tenn., and Washington, D.C., The Sharpe Group has worked with more than 10,000 nonprofits nationwide during its 50 year history.

Sharpe has authored many articles and other publications covering numerous gift planning topics. His remarks on this subject have been featured in the Wall Street Journal, the New York Times, Newsweek, Forbes, Smart Money, CBS Market Watch, the Chronicle of Higher Education, Trusts & Estates, Kiplinger's and other national publications. He is chairman of the philanthropy editorial board of Trusts & Estates magazine and a co-author of the Model Standards of Gift Valuation adopted by the National Committee on Planned Giving (NCPG).

Sharpe is a recipient of the CASE Crystal Apple Award for teaching excellence and the Donaldson Distinguished Service Award from the Planned Giving Group of New England. He is an honors graduate of Vanderbilt University and Cornell Law School.


Who Should Attend
  • Vice presidents of advancement
  • Planned gift officers
  • Development staff members
  • Independent school and community college advancement professionals

Benefits of Attending
  • Review the specific provisions in the law affecting giving to education.
  • Learn how the law's provisions will impact charitable giving.
  • Discuss whether lawmakers will consider proposals to cap or limit the charitable deduction in 2013.

Registration

$195 members (US); $325 nonmembers (US)

Can't attend at the scheduled time?
You can watch this seminar any time on your computer when you purchase a recording of the event, available through the CASE Store. Pre-order a recording of this seminar today.  

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