Welcome to Northwest Planned Giving Roundtable
Northwest Planned Giving Roundtable
NOVEMBER MEETING NOTICE
Friday, November 14, 2014
7:30 to 8:00 a.m. Continental breakfast and Networking
8:00 to 8:40 a.m. Strategies in Valuing Personal Property
Has your organization received an inquiry from a prospect who wants to make a personal property gift? Why is it important for your prospect to find a qualified appraiser for the “unique” gift? What are some of the challenges in accepting a personal property gift? Join Shirley Sanders and John Henley in an interactive discussion about strategies used by experienced appraisers in valuing personal property
8:40 to 9:00 a.m. Annual Meeting
9:00 to 10:00 a.m. Are you Ready to Discuss CRT’s with Donors?
It is believed that one percent of Americans have created a Charitable Remainder Trust while five percent are considering one. Charitable Remainder Trusts can be a topic of conversation with donors holding appreciated assets such as securities and real estate. Often a prospect wants to help but is at a loss as to their options. In Kathryn Holland's program, you'll learn more about various CRT’s and the ways they can benefit your organization.
THANK YOU CONFERENCE SPONSORS FOR YOUR SUPPORT!
Welcome to Northwest Planned Giving Roundtable, a membership organization dedicated to increasing the quality and quantity of planned gifts in Oregon and Southwest Washington. NWPGRT is an affiliated council of the Partnership for Philanthropic Planning . We provide educational outreach to the charitable gift planning community and the donors it serves.
Calendar Of Events