Planned Giving: Accepting and Attracting Donations
Tuesday, August 22, 2017 10:30 am
12:00 pm ET
In-person | Atlanta, GA
In search of funds? What nonprofit isn’t?
In addition to traditional fundraising efforts - grant writing, sponsorships, events, and campaigns - there’s also planned giving. Nonprofits can benefit from understanding and attracting planned giving. Expand your funding by being ready to accept stock when offered and being prepared to discuss planned giving options.
Our speakers help nonprofits understand:
- What is planned giving?
- How can you facilitate planned giving?
- What is an endowment and what are the special rules governing endowments?
- What are unrestricted gifts?
Presented by: Pro Bono Partnership of Atlanta
Speakers: Elizabeth Faist, Associate, Eversheds Sutherland (US) & Nick Djuric, Partner, Eversheds Sutherland (US)
Elizabeth Faist practices tax law, primarily serving clients in the areas of trusts, estates, charitable planning, income tax planning, and tax controversy. She manages a variety of matters, including gift and generation-skipping transfer tax issues, preparation of estate-planning documents, administration of estates, IRS tax disputes, and tax advice regarding private foundations and public charities. Elizabeth also counsels clients on tax and succession planning for their businesses. Additionally, she provides guidance on how to most efficiently safeguard assets during multigenerational wealth transfers, incorporating insurance planning and charitable giving programs as appropriate.
Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of Eversheds Sutherland (US)'s Tax Practice Group, Nick practices primarily in estate, gift and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private family offices and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia’s law of trusts and estates.
Training Event Calendar
Space is limited. Register online with the form below or by calling (404) 880-0094. Registrants requiring ASL signers or other disability-related services are asked to contact the Foundation Center at least two weeks in advance.
Upon arrival, you will be required to present your ID to obtain a visitor pass. Valid forms of ID include a driver’s license, passport, military ID, or business card. Please plan to arrive early and stop at the Visitor Services desk in the main lobby to obtain a visitor pass.
Please arrive on time or your seat may be given away to others who are waiting to attend. If you need further information, please call (404) 880-0094.