Planned Gift Tech

Real World Lessons on Gift Substantiation

Bill Knox

Friday, October 19, 11:30 a.m. – 12:30 p.m.


Take a trip through three real-world case studies as we unpack the complex and time-sensitive issues that arise when complying with the gift substantiation rules. This session will focus on the specific requirements of gift substantiation from basic gifts of cash to complex transactions involving gifts of real estate and business interests. Attendees will participate by reviewing cases to examine the issues and guide the case to resolution…when possible!

Learning Objectives

  1. Understand the requirements of gift receipting.
  2. Gain practical knowledge of the issues surrounding the quality and timing of qualified appraisals, based on real life case studies.
  3. Learn how to create and implement rules to guide your charity in assisting donors with the gift substantation process.


CFRE: Approved for 1 point

CFP: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

 < Back to Breakout Schedule


Bill Knox


Bill Knox,  J.D., LLM is Director, Planned Gift Technical Consulting at TIAA Kaspick, part of TIAA Endowment & Philanthropic Services. In this role, he advises clients on all aspects surrounding planned gifts, including legal, tax, and administration issues. Bill has presented on a variety of planned giving topics at both regional and national events. He joined TIAA in 2012 after serving for more than seven years as vice president of legal services at Crescendo Interactive, Inc. Bill has a BA from the California State University, Chico. He received his  J.D. from the Columbus School of Law at the Catholic University of America and his LLM in tax from Loyola Law School.