CGP Events

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.

Noncash assets can present great opportunities for philanthropy. Some sources estimate that $40 trillion in property is privately held, with $10 trillion changing hands in this and the next decade. In comparison, stock market wealth is estimated at $12 to $14 trillion. Even with that, some estimate that 80% of donors have appreciated assets such as stocks, mutual funds, or bonds, but only 21% of these donors have contributed this type of asset to charity. Can your organization tap into these assets? This presentation walks through how to think about whether or not to accept noncash assets, including what risks there are and how to handle them, as well as whether to hold or sell.