Current Gifts

with

Kaarin Austin, JD – Director of Gift Planning, Pacific Lutheran University

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. If in-person instruction is offered, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch!