Title: CRT Investment Principles Gift Planning Officers Should Know

Presenter: Ngan Raskin, Damon Whelchel

Date: November 28, 2023

Time: 1 p.m. ET
Registration closes 24 hours before each event.

Cost: $35 for members; $70 for non-members
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Webinar Description: Preparing a donor for a positive charitable remainder trust journey necessitates early communication and disclosures regarding trust investment.  To calibrate the donor’s expectations of future trust payments and performance, gift planning officers and their investment partners should discuss with the donor how CRT payments are calculated, the impact of market volatility and fees on payments, and how an individual’s trust might be invested.  This session will explore basic principles of CRT investing every gift planning officer should know to communicate with donors before a gift is made.

Speaker Bios: Ngan Raskin is a Relationship Manager at TIAA Kaspick. Prior to joining TIAA Kaspick in 2011, Ngan was a charitable giving and tax consultant specializing in planned gifts. She previously practiced law in the areas of trust and estate planning, and immigration and family law at legal nonprofits in Northern California. Ngan received a JD from the University of San Francisco School of Law and a Masters of Law in Taxation from Boston University School of Law. She is the immediate past president of the Northern California Planned Giving Council.

Damon L. Whelchel is Senior Director, Investment Management, at TIAA Kaspick. He has over 25 years of investment experience. His responsibilities include advising nonprofit organizations on investment policy, asset allocation, portfolio design and manager selection and oversight. He has spoken at national seminars and conferences on investments, portfolio design and risk management. Prior to joining TIAA Kaspick in 1997, Damon worked as an economic and financial markets analyst at Wells Fargo Capital Management and Treasury market analyst at MMS International/Standard and Poor’s. He holds a BA in Economics from Gustavus Adolphus College and an MS in Economics from Purdue University. He was awarded the CFA charter in 1997 by the CFA Institute and the CAIA charter for alternative investments in 2010 by the CAIA Association.

Standard: NSGPS 04

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Tuesday, November 28, 2023 - 13:00