July 16, 2014 Meeting

Split-Interest Gifts Workshop 201
more in depth than the typical “101” on CGA’s and CRT’s!

This INWPGC presentation will consist of a more detailed and thorough examination of charitable gift annuities and charitable remainder trusts. The presentation includes an overview of the legal structure and tax consequences of split-interest gifts, as well as discussing early exit strategies, options and consequences. Avoiding some common pitfalls when setting up these types of gifts up will be reviewed, as well as discussing what “questions” a development professional should ask in order to run sample illustrations and do a thorough analysis of potential gift options. The presentation will also include a brief overview of charitable lead trusts designed to help recognize gift opportunities for appropriate donors.

Presented by:
Rebecca Bibleheimer, JD LLM
Vice President
US Bank Charitable Services Group
Portland, Oregon

We look forward to see you there!  Please RSVP Below.

Where: MAC Auditorium
When: 11:00am Program, 12:00pm Lunch and Discussion
Cost: Free for INWPGC members; Guests are $20