Planned Giving Panel Discussion
at the Fall Institute of the
Salt Lake Estate Planning Council
We will explore the motivations that drive planned giving, the role of values and personal story in planned giving and we hope to learn from our donor panelist how they include family members in their planned giving decision-making and how they’re giving decisions are designed to leave a lasting impact. Our agenda includes helping attendees understand the dynamics of donor impact. Our panel will give donors and non-profits time to share insights into planned giving.
We will explore the impact of recent and proposed tax law changes, and how the proposed changes may impact charitable giving. This discussion will be led by David Higham, CPA and Tax Manager at BDO USA, LLP.
Following the tax update, UPGRT Board member and Financial Advisor, Lisa Schneider, will moderate a panel discussion to help us better understand the dynamics of donor impact and to give donors and non-profits time to share insights into planned giving. The panel will consider how the new tax laws may change giving practices, the motivations that drive planned giving, the role of values and personal story in planned giving, and how to include family members in planned giving decision-making to leave a lasting impact.
Panelists will include