Tax legislation passed in 2010 brought changes that will significantly affect charitable gift planning in 2011 and beyond and provide great challenges and opportunities for educational fundraisers.
Robert Sharpe, a nationally known expert on charitable gift planning, believes the future of educational fundraising in higher education will largely depend on the philanthropic behavior of the baby boomer generation, who have begun to turn 65.
Needs for annual, capital and endowment funding will be competing against donors' need to plan for long retirements, educational expenses, rising medical costs and the care of their parents.
Through carefully integrating charitable gift planning capabilities with annual, capital and endowment efforts, the needs of both donors and educational institutions can be met.
This webinar will help participants learn the best ways to incorporate planned gifts in capital campaigns to enhance, rather than hinder, long-range funding prospects.
Webinar participants will learn:
This multimedia file is a recording of a webinar that took place Jan. 27, 2011.
When you purchase this item, you'll receive a link to a recording of this webinar and to handouts used during the presentation. The link will give you unlimited access to the webinar recording. You may view this recording as many times as you wish after you receive the link.
Find out more about CASE's recorded webinars.
The material presented in this OSS is time-sensitive. Because you will be viewing a recording of this event, tax rules and regulations might have changed since the webinar was first presented. Be sure to check the most current tax situation to determine what regulations are valid at the time of viewing.
Neither CASE nor the presenter is involved in rendering legal, accounting or other such professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.
Robert F. Sharpe Jr.
President, the Sharpe Group
Format: Multimedia file
Length: 90 minutes