Title: Gems or Junk? Successfully Accepting Gifts of Tangible Personal Property

Presenters: Johni Hays

Date: March 29, 2022

Time: 1:00 to 2:00 p.m. EST

Gifts of tangible personal property may be the most interesting aspect of major and planned giving. What is more interesting than building relationships with donors who want to give your organization their treasured belongings. Maybe it is a rare Picasso lithograph, a 30-carat ring from a former spouse, a painting from the artist herself, or a rare 1955 Mercedes convertible. How fun! On the other hand, it might be cadaver body parts, or an atrociously ugly painting, or something that is inappropriate or in poor taste. Besides these interesting donor interactions, there are also various tax issues depending on the type of property donated. Is this gift of personal property related to your organization’s mission? Who determines that and what does it even mean? You’ll discover that gifts of automobiles are different than gifts of household items like clothing and undergarments, and coins are different than artwork. You'll learn about the importance of your organization's Gift Acceptance Policy and the role the Gift Acceptance Committee serves and how they can save you from some unpleasant situations. The group will also share the weirdest gifts their organizations have ever been offered, and share how they've achieved success with proposals of tangible personal property.

Attendee comments

  • Johni is a fabulous presenter!  Great real-life stories.
  • Johni is always a blast to listen to.   A talented speaker who shares real world experiences and encourages involvement.  I always enjoy listening to her.

Johni Hays

senior vice president, thompson & associates

With more than 28 years of experience as a practicing attorney in charitable and estate planning, Johni Hays is a recognized expert on the subject of charitable gift planning. Johni served as the president of the Charitable Estate Planning Institute and she is the author of the book Essentials of Annuities and co-author of two books, The Tools and Techniques of Charitable Planning and Message From the Masters—our Best Donor Stories that Made a Difference. Johni serves on the Smithsonian’s Professional Advisors Network in Washington, DC. In 2020, Johni received the Distinguished Service Award from the National Association of Charitable Gift Planners, and she has previously served on its board of directors. She served on the Editorial Advisory Board for the books Tax Facts on Investments and Tax Facts on Insurance and Employee Benefits. She serves as a founding charitable planning author of Steve Leimberg’s electronic newsletter service, LISI. Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. She also holds a Bachelor of Science degree in Business Administration from Drake University and graduated magna cum laude in 1988. Johni has been a member of both the Iowa Bar and the Florida Bar since 1993.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.

 

$70.00
Event Type: 
Webinar
Purchase Type: 
Individual
Date of Event: 
Tuesday, March 29, 2022 - 13:00