Title: Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

Presenter: Rebecca Bibleheimer

Date: January 28, 2020

Time: 1:00 - 2:00 p.m. EST

The unpredictable and unsteady nature of our current tax laws have left your donors' advisors with a challenging and at times formidable environment for charitable and estate planning. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts. Looking beyond retirement income in CRTs and CGAs allows us to explore the ways that these tools can be used for transfer and income tax planning. We will discuss trends and tools that will allow us to keep current with our donors' changing needs and advisors' priorities. We will also explore case studies that will help us better understand the way these tools, when used in unconventional manners, can offer more opportunities for your donors to meet their planning and tax needs in conjunction with honoring their call to support your organization's mission and providing for their loved ones.

• Understand current estate and charitable planning priorities and challenges that donors' advisors face in structuring their estate plans.
• Think more critically about donor's planning and tax needs.
• Identify and present creative opportunities for charitable giving in the ways that will best meet donors' needs.

Rebecca Bibleheimer

Senior philanthropic advisor, oregon community foundation  

Rebecca Bibleheimer is a Senior Philanthropic Advisor with the Oregon Community Foundation. She provides gift planning assistance to donors who are interested in supporting charitable initiatives throughout Oregon and serves as an internal technical consultant to all philanthropic advisors throughout the state.  Prior to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for US Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm. She has almost twenty years of experience in these fields. Rebecca is a member of the California State Bar and the Oregon State Bar and holds a Legal Letters Master (LLM) in tax law from the University of Florida, Levin School of Law. Rebecca served on the Board of Trustees for the Oregon Humane Society for 6 years and currently serves on a number of planned giving and investment related nonprofit committees in Portland, Oregon where she lives. She is the past President for the Northwest Planned Giving Roundtable and has served on their executive committee for ten years and was recently elected to serve on the National Association of Charitable Gift Planners board of directors starting in 2020.

Group webinars are intended for CGP affiliated councils or groups of up to 5 individuals.