The New Normal? Gift Planning in an Age of “Permanence”


Speaking Engagement

Presented by: GPM's Charitable Gift Planning Team

A Breakfast Briefing presented by:
Gray Plant  Mooty’s Charitable Gift Planning Team

Speakers: Sheryl Morrison and Jessica Johnson 

Now that the federal tax laws are “permanent” and the economy is purportedly “recovering,” what types of planned giving strategies are attractive to donors? How will the new tax laws and economy affect planned gifts? In this presentation, we will identify which donors will be especially attracted to planned gifts and cover gift strategies that are exciting now, including charitable lead trusts, certain types of charitable remainder trusts, gifts of retirement account assets, and more.

7:30 a.m. – 9:30 a.m.

Gray Plant Mooty, 500 IDS Center (5th Floor), 80 South Eighth Street, Minneapolis, MN 55402