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Important Year-End Charitable Giving Strategies (4th Wed. in Oct.)
The end of year is when donors often make their biggest charitable giving decisions. This presentation reviews ways to fundraise and give smarter at the end of the year. We will look at the technical aspects and cover the right words to use when discussing these strategies with donors. Charitable strategies will include gift bunching, retained life estate deeds, qualified charitable distributions, the advantages and pitfalls of IRA checkbook gifts, charitable beneficiaries of qualified plans, “phasing in” the qualified business income deduction, giving appreciated assets rather than cash, the “charitable swap” (donating old shares and immediately purchasing identical replacement shares), grantor charitable lead trusts for income tax planning purposes, non-grantor charitable lead trusts for estate tax planning purposes, charitable remainder trusts, and charitable gift annuities.

Oct 27, 2021 01:00 PM in Eastern Time (US and Canada)

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Russell James III, Ph.D., J.D., CFP®
Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director @Texas Tech University
Russell James, J.D., Ph.D., CFP® is a professor at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning and also teaches Charitable Gift Law at the Texas Tech University School of Law. He graduated, cum laude, from the University of Missouri School of Law and holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. He worked as the Director of Planned Giving for Central Christian College for six years and later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and operated in the black. Dr. James has authored several books and more than 100 publications, including 20 on neuroimaging and neuroeconomics.
Rikki Amos, CFE
Executive Director @International Franchise Association (IFA) Foundation
Rikki Amos, a member of the AFG Board of Directors, has held senior leadership positions at IFA Foundation, building close relationships with the staff, leadership, and IFA members across franchise business sectors. Her past work includes a long record of success in non-profit management. Prior to her work at IFA, Amos worked at the Public Affairs Council, connecting trade associations and industry groups with new ideas and best practices.