Current Gifts

with

Kaarin Austin, JD – Director of Major and Planned Giving, KNKX Public Radio

Outline:

I. Cash
II. Appreciated property
III. Specific assets

A. Stocks
B. Mutual funds
C. Tangible property
D. Real estate

IV. General deductibility rules

A. 60% rule
B. 30% rule
C. Carryovers

V. Donor Advised Funds

Each fall, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are online via Zoom and will not be offered at individually – you must sign up for the entire series.