Laura Peebles

 

Over the last three decades, I’ve had the opportunity to work with hundreds of philanthropists in fulfilling their visions of how they want to change the world.  Along the way, I’ve learned a few lessons about donor psychology and motivation, asset selection, regulatory conundrums, and much more. In this session, I’ll share what I’ve learned for education, enlightenment, and the hope of heading off some problems before they derail great charitable gifts. There will be the opportunity to share your lessons learned as well. Learning objectives: 1. Looking at the donor’s balance sheet to best match assets with charitable techniques. 2. Recognize clues in donor behavior and history that help determine which gift vehicles are the best fit. 3. Discuss best practices and opportunities for gifts of S Corporation stock.

 

CFRE: Approved for 1 point

CAP: Approved for 1 PACE credit