Planned Charitable Giving: What Nonprofits Need to Know

07/19/2023 10:00 AM - 11:00 AM ET

Event Registration is closed.

Admission

Free - NPP Member | Virtual
$45.00 - Non-Member | Virtual

Location

Description

Join Jeffrey Scibetta and Kenzie Ryback of Knox Law on Wednesday, July 19th online at 10:00 AM for an overview of different planning techniques that donors can utilize to achieve their philanthropic goals during lifetime and after.

Planned gifts can provide a significant source of revenue for nonprofit organizations

Planned gifts can help organizations to plan for the future - allowing for cleared decision making and resource allocation

Planned gifts show a committment from donors, which in turn builds a strong relationship between the donor and the nonprofit

Nonprofit leaders and fundraising professionals will gain an understanding of the various types and nuances of planning giving techniques, including tax implications, so that they can better serve and communicate with their donors, and expand their own opportunities for fundraising.

Learn about the various planned giving techniques in connection with both lifetime and estate planning
Understand tax implications of the various planning techniques, including those used during lifetime and at death
Learn the pros and cons of planned giving techniques, from the perspective of your donors

More about Jeff:

Jeff's practice involves complex estate planning and administration, business planning, succession planning, tax planning, elder care planning, and real estate. He is a licensed title insurance agent in the Commonwealth of Pennsylvania. He was licensed as a Certified Public Accountant in Pennsylvania and the District of Columbia and previously worked in the Tax Department of the Washington, D.C. office of Deloitte & Touche. He speaks often to a variety of groups about estate, trust & tax planning, elder law, and more: https://www.kmgslaw.com/lawyers/jeffrey-d-scibetta

More about Kenzie:

Kenzie Ryback (Attorney) concentrates her practice on estate planning, trust planning, estate administration, and business & tax matters. She has experience with a wide variety of client demographics ranging from simple estate plans to high-net-worth, complex plans. She has also been involved in numerous business succession plans and complex estate administrations: https://www.kmgslaw.com/lawyers/kenzie-p-ryback

Registering the day of the event? Please sign up on this site and then join us with the following log-in details:

Time: Jul 19, 2023 10:00 AM Eastern Time (US and Canada)

Join Zoom Meeting
https://us02web.zoom.us/j/89339025829?pwd=ejBVU20zdDlyUDAxZmZqTkFnQVRidz09

Meeting ID: 893 3902 5829
Passcode: 737755