eCourse
Exempt Organizations: Charitable Giving Structures and Strategies, plus Unusual Assets
Contains material from Feb 2015
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Session 2: Acceptance, Ownership and Management by Charities of Unusual Assets - Learn about the donation of unusual assets and how best to handle them. The elements of a gift acceptance policy and structures for limiting liability that might be associated with these assets once contributed are also explored.
Includes: Audio Paper Slides
Preview Sessions
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John Sare
Session 1
—45 mins
Structured Charitable Giving Strategies: From Plain Vanilla to Rocky Road (Feb 2015)
Explore the key charitable giving structures used by charitable organizations to attract donors in an increasingly competitive donor environment, including the varied flavors of the charitable remainder trust and charitable lead trust and the challenges and opportunities these structures present for charities and their donors.
Originally presented: Jan 2015 Nonprofit Organizations Institute
John Sare,
Patterson Belknap Webb & Tyler LLP - New York, NY
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Michael V. Bourland, David M. Rosenberg
Session 2
—42 mins
Gifts from Cousin Eddie: Acceptance, Ownership and Management by Charities of Unusual Assets (Feb 2015)
Learn about the donation of unusual assets and how best to handle them. The elements of a gift acceptance policy and structures for limiting liability that might be associated with these assets once contributed are also explored.
Originally presented: Jan 2015 Nonprofit Organizations Institute
Michael V. Bourland,
Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
David M. Rosenberg,
Thompson & Knight LLP - Dallas, TX