PPT-Beyond Cash: Donor friendly gift options

Anne Vittoria Director of Gift Planning Mount Holyoke College Prof Russell James III JD PhD CFP philanthropy researcher at Texas Tech University Results from 1 Million Nonprofit Tax Returns 20102015. Russell James, J.D., Ph.D., CFP®. Associate Professor. Director . of Graduate Studies . . . in . Charitable Planning. Texas Tech University. Charitable Deduction. Ordinary Income. Tax Free Return of Investment. By: Kenneth J. Crotty, J.D., LL.M.. ken@gassmanpa.com. 1. Why does a Gift Tax Return Need to be Completed Correctly?. A Gift Tax Return needs to be completed correctly to start the statute of limitations, which limits the ability of the IRS to challenge the value of the reported gift.. 1. . Overview / Getting Started. 2. Best Practices. 3. What Works. Section #1. Overview / . Getting Started. Overview – Getting Started. The Basics – before you begin marketing…. Follow American Council on Gift Annuities (. Joanne Charles, . Shawnee State University. Angie . Lewis, CPA, Crowe . Horwath. LLP. Pete . Ugo, CPA, Crowe . Horwath. . LLP. Speaker Introductions. Joanne . Charles. Shawnee State University. Event Pipeline: . Turning . Event Guests . into . Major Donors . Patricia H. Clemency, CFRE. President and CEO, Make-A-Wish Metro New York and Western New York. Fundraising Day in New York . June 27, 2014. Reminder Strategies for Growing Matching Gift Revenues. For Donor Stewardship. For Increased Revenue. Matching Gifts Specialist, 8 years. Gifts in Kind Specialist 8 years. Gift Processor, 4 years. Training Manager, Guam Hilton International . John Taylor. North Carolina State University. Session Etiquette. Please turn off all cell phones. . Please keep side conversations to a minimum. . If you must leave during the presentation, please do so as quietly as possible.. Laura Hansen Dean, J.D. Pamela Jones Davidson, J.D.. The . University of Texas . at Austin Davidson Gift Design. Planned Giving Council of Houston. April 24, 2014. Definitions and Standards. Legal Capacity. ;. or,. What You Don’t Know May Hurt You. 1. John Taylor. Principal. John H. Taylor Consulting, LLC. 919.816.5903. jhtaylorconsulting@gmail.com. Skype: . JHTaylorConsulting. www.johnhtaylorconsulting.com. Charitable Gift . Annuities. LIFE . INSURANCE. CHARITABLE TRUSTS. Suzanne Zolfo, . cspg. 2013 Western Regional. Planned Giving Conference. Party at 6:00 if you stay awake!. Very common . irrevocable planned gift. Pat Aiken-O’Neill, President EBAA. Amanda Nerone, Regulatory Affairs Officer EBAA. Current Status. The National Conference of Commissioners on Uniform State Laws (NCCUSL) approved the Revised UAGA at their meeting July 13, 2006.. By: Kenneth J. Crotty, J.D., LL.M.. ken@gassmanpa.com. 1. Why does a Gift Tax Return Need to be Completed Correctly?. A Gift Tax Return needs to be completed correctly to start the statute of limitations, which limits the ability of the IRS to challenge the value of the reported gift.. Philip M. Purcell, JD. Ball State University Foundation. ppurcell@bsu.edu. Copyright 2012@All rights reserved.. .. The Case for Planned Giving. for your Organization. Source: Urban Institute, National Center for Charitable Statistics, Core Files (2008) in Kennard Wing, Katie L. Roeger, Thomas H. Pollak, The Nonprofit Sector in Brief: Public Charities, Giving and Volunteering, Urban Institute, 2010. & Giving USA 2011. . Must determine true characterization of gift:. Is it “courtship” gift?. Is it “engagement” gift?. Courtship Gift. Irrevocable.. Designed by donor to entice donee to continue dating.. Engagement Gift.