Event Details

Event: Quarterly Meeting
Trends in Gift and Estate Planning (Recording available until 9/1/22)

Date: Wednesday, May 11, 2022
Time: 12:00 pm - 1:30 pm PST
Presenter: Rebecca Bibleheimer, Oregon Community Foundation
Location: This virtual meeting and webinar was hosted on Zoom.

Between sunsetting tax provisions currently in place and constantly changing proposals for new tax laws, charitable and estate planning has experienced some major priority shifts and new levels of uncertainly. This session will explore how tax code changes and other recent legislation have affected priorities in planning that have shaped our donors’ and clients’ goals and how our gift planning tools can be used to creatively meet these changing planning needs and priorities.

Presented by Rebecca Bibleheimer, Senior Complex Gifts Officer at Oregon Community Foundation.

This webinar is for fundraisers of all experience levels as well as donors.

What you will gain:

  • Clear and simple explanations of both traditional and newer estate planning concepts and trends.
  • An understanding of how recent tax code changed and legislation may affect fundraising strategies.
  • Tips on which gift planning vehicles may be used to meet the changing goals of your donors.
  • This webinar is approved for 1.5 hours of CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

$15 for SDPGP Members
$25 for non-members

For more information about the event please contact us.
We hope you can join us!
The San Diego Planned Giving Partnership