Gift Planning in 2011 and Beyond

Multimedia file
Price: $135.00
Member Price: $95.00
Currency Converter

Add to Cart

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:

• How recent tax law changes encourage, not discourage, charitable giving by motivated donors as part of their long-range estate and financial planning,
• How to use traditional gift planning techniques to produce gifts from younger donors in the relatively near term,
• Why people who are 65 and older are often just beginning, not winding down, their major philanthropic activity and
• Why "blended gifts" (mixtures of current and deferred gifts) will be one of the keys to success in future years.

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.

NOTE
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.

Speaker
Robert F. Sharpe Jr.
President, the Sharpe Group

Publisher: CASE
Published: 2011
Format: Multimedia file
Length: 90 minutes
Item: 33145