March 25, 2021
Planned Giving Seminar
10:30 AM | Greeting, Housekeeping, Introductions
10:45 AM Ron Brown | America is a Given Place
Where do charitable gift planners, fund raisers, trust officers, attorneys and financial advisors turn for knowledge of events that shape their work today? In a convenient new webinar entitled America is a Given Place you will learn the deepest original foundations of gift planning in the U.S. by seeing major events, appreciating important innovations, and re-enacting landmark national debates and resulting legislation. Now you can see how gift planning through charitable bequests, trusts, annuities, and gifts of complex assets began with America’s first colonists, flourished in the newborn United States, and took shape through important Supreme Court decisions, federal legislation, and the founding of the American Council on Gift Annuities and the National Association of Charitable Gift Planners.
11:45 AM Break
1:00 PM Russell Willis | Planned Giving Insights: An Update on Legislation, Regulation, and Rulings Affecting Charitable Planning
Russell will cover recent developments in tax and not-tax related matters impacting charitable issues, such as potential legislation, tax deduction rules, Secure Act highlights, and recent Tax Court cases.
Read Russell’s Bio here