Title: A Personal Story--Flip CRT with Closely Held Stock 

Presenters: Judi Taylor Cantor and Laura Alexander

Date: October 11, 2022

Time: 1:00 to 2:00 p.m. EST

Working with donors to complete gifts of business interests can be challenging, but they tend to be large and rewarding, too. In this session, we will discuss valuation and transferability issues, tax pitfalls, and roadblocks that can arise with such gifts. Our goal is for attendees to feel more confident in discussing these complex gifts with potential donors and have the tools necessary to evaluate them from both the charity's and the donor's perspectives. As a case study, Ms. Cantor and Ms. Alexander walk the audience through a real-life flip CRUT funded with shares in an LLC. Ms. Cantor has a unique perspective on this case, since she and her husband were the donors.

Judi Taylor Cantor

director of planned giving, dartmouth-hitchcock mediacal centers and dartmouth geisel school of medicine

Having been in fundraising for over 30 years and a director of planned giving for more than 20 years, Judi Taylor Cantor is now directing the gift planning efforts of Dartmouth-Hitchcock Medical Centers and Dartmouth Geisel School of Medicine. Her career includes directing the gift planning efforts for Harvard T.H. Chan School of Public Health and the American Museum of Natural History (New York) and directing Individual and Principal Giving for the Boston Symphony Orchestra. She serves on the Board of PGGNE (Planned Giving Group of New England) as the co-chair of their conference.

Laura Alexander

senior relationship manager, tiaa kaspick

Laura Alexander joined TIAA Kaspick in 2014 from Dartmouth College, where she was Associate Director of Gift Planning. Prior to working at Dartmouth, she practiced law with Bryan Cave LLP in the areas of securities, mergers and acquisitions, real estate and banking. Laura holds a BA in American Studies summa cum laude from California State University, Fullerton, and a JD from Vanderbilt University School of Law. She has served as a board member of the Planned Giving Council of New Hampshire and Vermont.

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