Planned Giving 101. Presented by Rebecca Bibleheimer.

Rebecca Bibleheimer, Senior Complex Gifts Officer at Oregon Community Foundation, is providing two 90-minute Planned Giving workshops in July. Whether you are starting your program, or improving your existing efforts, this is surely a workshop that you will not want to miss.

These sessions will take an overview of gift planning that is designed to help development professionals work with their donors to look beyond their checkbooks for their charitable giving. This presentation will include an overview of basic gift types and vehicles that include gift annuities, charitable remainder trusts, and Qualified Charitable Distributions from IRAs.

Learning Objectives
* Contextualize gift planning in broader development work
* Learn substantive details and tax consequences of specific types of giving tools
* Be able to identify what gift vehicles it makes sense to mention to which donors


Course Details

Presented by Rebecca Bibleheimer00:03:00
July 15, 2021 Webinar Session 00:01:30
July 22, 2021 Webinar Session 00:01:30
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