Planned Gifts, Complex Assets, and Structuring Transformational Gifts
3:00 PM - 4:00 PM PST
Speaker(s): Lindsay Cameron, Senior Director of Gift Planning, University of Colorado Boulder
Plenary
Structuring transformational gifts often includes the design of multiple gift vehicles including cash, securities and deferred assets, but also may involve emerging gift instruments including equity stakes, gifts of carried interest, and virtual endowments. This session will explore how existing and emerging giving vehicles can be evaluated to best design a complex gift with maximum shared value.